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William Pinket Martin

ST. Bernard Financial Services, Inc.

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About William Pinket Martin

William Martin is an active advisor at St. Bernard Financial Services, Inc. in Russellville, AR. William has been in the industry for 26 years. William's background includes experience with Brooklight Place Securities, Inc., Securities America, Inc., Sunset Financial Services, Inc., Walnut Street Securities, Inc., Fortis Investors, Inc. and Jackson National Financial Services, Inc. William's specialties include portfolio management for individuals and businesses.

Firm Information

William Martin 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 Martin’s Registration & Firm History

AR

01/30/2017 - Present

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

CO

02/03/2015 - 12/31/2016

BROOKLIGHT PLACE SECURITIES, INC. (AURORA CO)

CO

11/14/2014 - 02/02/2015

SECURITIES AMERICA, INC. (THORNTON CO)

CO

10/07/2009 - 11/14/2014

SUNSET FINANCIAL SERVICES, INC. (THORNTON CO)

CO

03/30/1999 - 10/06/2009

WALNUT STREET SECURITIES, INC. (DENVER CO)

MN

10/26/1993 - 04/19/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

CA

07/13/1993 - 10/27/1993

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 09/10/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Pinket Martin.
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