Core Financial Advisors

Core Financial Advisors (CRD# 168839) is a financial advisory firm headquartered in San Bernardino, CA. They manage $151,471,035 in 497 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $304,771
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
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 33 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 34 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 31 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 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.