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Raymond Edward White

ST. Bernard Financial Services, Inc.

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About Raymond Edward White

Raymond Edward White is a financial advisor registered with St. Bernard Financial Services, Inc. located in Russellville, Arkansas. Raymond has a long history in the financial industry, having worked in various capacities since 1973. Raymond has experience in providing financial advice to both individuals and businesses.

Firm Information

Raymond White is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond White’s Registration & Firm History

AR

02/14/2018 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

NC

07/25/2002 - 12/31/2017

W. H. COLSON SECURITIES, INC. (GREENVILLE NC)

NY

01/07/2002 - 07/23/2002

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

MA

01/03/1997 - 12/31/2001

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

CA

06/01/1996 - 12/31/1996

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

SD

12/05/1990 - 06/01/1996

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

GA

03/15/1988 - 12/31/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

NA

07/31/1985 - 12/21/1987

GLOBAL INVESTOR SECURITIES, INC.

NA

07/06/1983 - 12/27/1984

WZW FINANCIAL SERVICES, INC.

NA

02/13/1975 - 07/05/1983

CORNERSTONE FINANCIAL SERVICES, INC.

NA

03/21/1974 - 02/23/1975

CONFERENCE CONCEPTS, INC.

NA

09/27/1973 - 04/23/1974

INVESTORS FINANCIAL PLANNING, INC.

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Licenses & Designations

BC

Issued 01/15/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Edward White.
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