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ABOUT US                    OUR STAFF                    OUR SERVICES                                                                ..........................

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Bering Financial was founded by Patrick Smith. Patrick began his career in 1972 with Investors Diversified Services, where he was trained and educated in true, balanced financial planning. From there, he served as financial planner to 6,000 clients in Tarrant County with E.F. Hutton.


Patrick established Bering Financial in 1986 and he continues to serve as an independent advisor to clients across Texas and the surrounding states. Patrick has shared financial education as a featured guest on Believers in Business, heard on 100.7 fm, KWRD. In recent years, Patrick has conducted retirement courses for the 21st century at North Lake College. Patrick Smith is a Registered Representative holding Series 7 & 66 licenses, as well as licenses for Life & Health Insurance and Annuity instruments. On a personal note, Patrick enjoys time with his family, golf, fishing, and the outdoors. He has seven children, six grandchildren (with two more on the way!) and has been married to his wife Carol for almost 50 years.

PATRICK SMITH
President & Senior Advisor
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JONATHAN P. SMITH
Office & Marketing Manager

​Ashley joined the Bering family in 2012 as Operations Manager, overseeing all operational and administrative aspects of the business. Ashley's gift of hospitality allows her to create a warm, welcoming environment for every client and guest that Bering hosts. She currently serves as Event Coordinator.
 

Ashley is a native Texan born and raised in the Panhandle. She graduated from the University of Texas at Arlington with a Bachelor of Fine Arts. A self-professed foodie, she loves cooking healthy, flavorful meals and trying out new restaurants. She also shares her love of fitness by leading group exercise as a Pilates instructor and is a Yellow Belt in Krav Maga.

STAFF BIO COMING SOON!

Quick Links

 BERING FINANCIAL

 

1500 Corporate Circle Ste 11
Southlake, TX 76092

   ‪(817) 767-3548‬

   beringfinancial@gmail.com

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Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.


Thomas Patrick Smith ​(dba Bering Financial, LLC) is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Bering Financial, LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Realta Equities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

© 2023 BERING FINANCIAL, LLC. All Rights Reserved. 

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