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Ross L Wamsley

ST. Bernard Financial Services, Inc.

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About Ross L Wamsley

Ross L. Wamsley is a financial advisor with St. Bernard Financial Services, Inc. based in Russellville, Arkansas. Ross has been in the financial services industry since 2006 and has experience in investment management for both individuals and businesses. Ross has also provided educational seminars and other advisory services to clients. Ross holds Series 7, 63, and 66 securities licenses, as well as the SIE. In addition to St. Bernard Financial Services, Inc., Ross has previous experience with firms including VOYA Financial Advisors, Inc., Questar Capital Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Ross Wamsley 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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Ross Wamsley’s Registration & Firm History

UT

06/29/2023 - Present

ST. Bernard Financial Services, Inc. (West Jordan UT)

NJ

01/20/2021 - 11/19/2021

FOX CHASE CAPITAL PARTNERS, LLC (SPRINGFIELD NJ)

UT

10/26/2016 - 12/31/2019

VOYA FINANCIAL ADVISORS, INC. (West Jordan UT)

UT

05/29/2012 - 11/21/2016

QUESTAR CAPITAL CORPORATION (WEST JORDAN UT)

UT

10/24/2008 - 04/19/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)

UT

02/02/2006 - 10/29/2008

EDWARD JONES (SOUTH JORDAN UT)

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Licenses & Designations

BOTH

Issued 05/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ross L Wamsley.
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