Core Financial Advisors

Core Financial Advisors (CRD# 168839) is a financial advisory firm headquartered in San Bernardino, CA. They manage $158,991,472 in 534 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
301 East Vanderbilt Way, Suite 230, San Bernardino, CA 92408
http://cfaonline.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $297,737
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 Boyd, financial advisor San Bernardino CA
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 34 years of experience in the finance industry.

2
Robert Boyd, financial advisor San Bernardino CA
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 Hensler, financial advisor San Bernardino CA
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 McBurney, financial advisor San Bernardino CA
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.

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.

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