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Richard Erl Michael Mcburney

CORE FINANCIAL ADVISORS, LLC·SAN BERNARDINO, California
SIE, Series 65Clean record7 years registeredCORE FINANCIAL ADVISORS, LLC
301 EAST VANDERBILT WAY, SAN BERNARDINO, CA 92408CRD# 7071747Firm CRD# 168839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Erl Michael Mcburney · SAN BERNARDINO, CA
Registration
CRD #7071747 · CORE FINANCIAL ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CORE FINANCIAL ADVISORS
Feb 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · February 6, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORE FINANCIAL ADVISORS, LLC
CRD 168839 · SEC 801-78617
AUM
$159M
Regulatory assets under management
Employees
5
534 client accounts
Services offered by CORE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORE FINANCIAL ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Richard Erl Michael Mcburney offer?
Richard Erl Michael Mcburney specializes in Financial Planning, Investment Management. Contact their office in SAN BERNARDINO, California for a consultation.
What are Richard Erl Michael Mcburney's credentials?
Richard Erl Michael Mcburney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Erl Michael Mcburney located?
Richard Erl Michael Mcburney is based in SAN BERNARDINO, California, working with CORE FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN BERNARDINO metropolitan area and surrounding communities.
How does Richard Erl Michael Mcburney charge for services?
Richard Erl Michael Mcburney's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORE FINANCIAL ADVISORS, LLC?
CORE FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORE FINANCIAL ADVISORS, LLC

Andrew Devore Boyd
SAN BERNARDINO, CA
Robert Owen Boyd
SAN BERNARDINO, CA

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