Robert Boyd, financial advisor San Bernardino CA
93 score

Robert Boyd

CRD Number: 1350467
Current Firm: Core Financial Advisors

Robert Boyd (CRD# 1350467) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2013 - Current 4
Core Financial Advisors San Bernardino, CA Oct 2013 - Current 4
Gbs Financial Corp. Sherman Oaks, CA Dec 1997 - Oct 2013 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Robert O. Boyd
Phone Number: 909-382-4545
Firm Website:
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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