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Robert David Croddy

ST. Bernard Financial Services, Inc.

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About Robert David Croddy

Robert Croddy is a financial professional with over 28 years of experience in the financial services industry. Robert is currently registered with St. Bernard Financial Services, Inc. and is licensed to provide investment advice in Indiana, Florida, and Texas. Robert has experience working with individuals, high net worth individuals, and businesses. Robert provides financial planning and portfolio management services. Robert is dedicated to helping clients achieve their financial goals.

Firm Information

Robert Croddy 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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Robert Croddy’s Registration & Firm History

AR

01/21/2022 - Present

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

IN

09/12/2018 - 11/12/2021

FORTUNE FINANCIAL SERVICES, INC. (Indianapolis IN)

IN

10/31/2008 - 09/13/2018

SAGEPOINT FINANCIAL, INC. (INDIANAPOLIS IN)

IN

01/14/2005 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (INDIANAPOLIS IN)

NJ

03/24/1994 - 01/13/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BC

Issued 03/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert David Croddy.
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