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William McGonigle

ST. Bernard Financial Services, Inc.

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About William McGonigle

William McGonigle is a financial professional with over two decades of experience in the industry. William is currently registered with St. Bernard Financial Services, Inc. and is located in Russellville, Arkansas. William has held previous roles at LPL Financial LLC, Financial Resources Group Investment Services, LLC, HSBC Securities (USA) Inc., Citigroup Global Markets Inc., and UBS Financial Services Inc. William is Series 66, Series 7, and SIE licensed. William specializes in portfolio management for businesses and individuals, and provides educational seminars.

Firm Information

William McGonigle 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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William McGonigle’s Registration & Firm History

AR

02/04/2019 - Present

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

NY

12/02/2014 - 08/16/2018

LPL FINANCIAL LLC (SYOSSET NY)

NY

04/24/2018 - 08/10/2018

FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (SYOSSET NY)

NY

10/30/2006 - 11/20/2014

HSBC SECURITIES (USA) INC. (CARLE PLACE NY)

NY

05/07/2004 - 10/26/2006

CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE CENTRE NY)

NJ

01/10/2001 - 05/26/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 01/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for William McGonigle. Review regulatory record here.
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