Core Financial Advisors

Core Financial Advisors (CRD# 168839) is a financial advisory firm headquartered in San Bernardino, CA. They manage $177,456,495 in 504 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $352,096
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, TX, UT

Financial Advisors at Core Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Andrew D. Boyd
CRD#: 1073601
301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408

Andrew Boyd (CRD# 1073601) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 32 years of experience in the finance industry.

2
Robert O. Boyd
CRD#: 1350467
301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408

Robert Boyd (CRD# 1350467) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 32 years of experience in the finance industry.

3
Paul V. Hensler
CRD#: 2243119
301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408

Paul Hensler (CRD# 2243119) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 29 years of experience in the finance industry.

4
Richard E. McBurney
CRD#: 7071747
301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408

Richard McBurney (CRD# 7071747) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 3 years of experience in the finance industry.

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