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Sidney Eugene Banks

ST. Bernard Financial Services, Inc.

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About Sidney Eugene Banks

Sidney Eugene Banks is a financial advisor with over 40 years of experience in the industry. Currently, Sidney is registered with St. Bernard Financial Services, Inc. in Russellville, Arkansas. Sidney has also held previous positions at SWS Financial Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney Inc. Sidney is licensed to provide financial advice and investment products in Arkansas.

Firm Information

Sidney Banks 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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Sidney Banks’s Registration & Firm History

AR

01/08/2024 - Present

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

AR

04/19/2010 - 10/18/2012

SWS FINANCIAL SERVICES, INC. (JONESBORO AR)

AR

01/01/2008 - 04/23/2010

WELLS FARGO ADVISORS, LLC (JONESBORO AR)

AR

03/27/1997 - 01/03/2008

A. G. EDWARDS & SONS, INC. (JONESBORO AR)

NY

07/22/1980 - 04/04/1997

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

NY

02/22/1995 - 02/23/1995

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/27/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2006

Series 3 - National Commodity Futures Examination

BC

Issued 07/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Sidney Eugene Banks. Review regulatory record here.
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