Patrick Thayne Williams
Investment Adviser Representative at St. Bernard Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Thayne Williams is an investment adviser representative with St. Bernard Financial Services, Inc. in Mena, AR, where they have been registered since 2017. They have worked in the securities industry since 1996 and have been registered with 4 firms, including IMS Financial Advisors, Inc. and IMS Securities, Inc.dba IMS Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arkansas and Texas.
Registrations & licenses
- Investment adviser:
- Arkansas, Texas
- Broker:
3 states and territories
Arkansas, Kentucky, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- IMS Securities, Inc.Dec 2003 – Nov 2017Houston, TX
- IMS Financial Advisors, Inc.Dec 2003 – Nov 2017Houston, TX
- St Bernard Financial Services, IncNov 2017 – no end date reportedMena, AR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About St. Bernard Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal Financial Planning & Consulting, Retirement & Estate Planning, Education Planning, Registered Investment Advisory Services, Asset Management, Tax Planning, Insurance Policies, and Financial Coaching.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 39
- Offices listed on AdvisorFinder:
- 17
- Main office:
- Russellville, AR
- SEC file number:
- 801-113763
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 5, 2026
View full firm profileOther advisors at St. Bernard Financial Services, Inc.
Showing 12 of 39 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Thayne Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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