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).

Current Firm Details
1918 Business Center Drive, #110, San Bernardino, CA 92408
http://cfaonline.com
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 Boyd, financial advisor San Bernardino CA
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 27 years of experience in the finance industry.

2
Robert Boyd, financial advisor San Bernardino CA
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 27 years of experience in the finance industry.

3
Paul Hensler, financial advisor San Bernardino CA
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 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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