Core Financial Advisors

Core Financial Advisors (CRD# 168839) is a financial advisory firm headquartered in San Bernardino, CA. They manage $127,600,000 in 487 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $262,012
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.

CA, TX

Financial Advisors at Core Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Andrew D. Boyd
CRD#: 1073601
1918 Business Center Drive, #110, San Bernardino, CA 92408
93
Wealthminder
score

Andrew Boyd (CRD# 1073601) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 26 years of experience in the finance industry.

2
Robert O. Boyd
CRD#: 1350467
1918 Business Center Drive, #110, San Bernardino, CA 92408
93
Wealthminder
score

Robert Boyd (CRD# 1350467) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 26 years of experience in the finance industry.

3
Paul V. Hensler
CRD#: 2243119
1918 Business Center Drive, #110, San Bernardino, CA 92408
93
Wealthminder
score

Paul Hensler (CRD# 2243119) is an Investment Advisor Representative working at Core Financial Advisors in San Bernardino, CA and has over 24 years of experience in the finance industry.

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