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Sharon Jane Dyer

ST. Bernard Financial Services, Inc.

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About Sharon Jane Dyer

Sharon Dyer is a financial professional with over 30 years of experience in the industry. Sharon has a strong background in investment services, having worked with several firms including Morgan Keegan & Company, Inc., Regions Investment Company, Inc., and First Commercial Investments, Inc. Sharon currently works at St. Bernard Financial Services, Inc. in Russellville, Arkansas.

Firm Information

Sharon Dyer 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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Sharon Dyer’s Registration & Firm History

AR

05/08/2017 - Present

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

AR

01/05/2004 - 05/09/2017

BENCHMARK INVESTMENTS, INC. (ARKADELPHIA AR)

TN

04/12/2001 - 01/07/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

AL

09/22/1998 - 04/12/2001

REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)

AR

02/23/1998 - 10/06/1998

FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)

NA

04/15/1993 - 04/22/1998

HORIZON FINANCIAL SERVICES, INC.

MN

06/10/1992 - 08/19/1992

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/10/1992 - 08/19/1992

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

02/10/1988 - 06/09/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

10/20/1987 - 12/21/1987

A. G. EDWARDS & SONS, INC.

NA

04/29/1987 - 09/11/1987

UMIC, INC.

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Licenses & Designations

BOTH

Issued 07/28/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 02/05/1993

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/13/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Jane Dyer.
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