AdvisorOS Directory
Claim Profile
RB

Robert Owen Boyd

CORE FINANCIAL ADVISORS, LLC·SAN BERNARDINO, California
Unclaimed Profile
301 EAST VANDERBILT WAY, SAN BERNARDINO, CA 92408CRD# 1350467Firm CRD# 168839
01

About

Robert Owen Boyd is a registered financial advisor based in SAN BERNARDINO, California, affiliated with CORE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORE FINANCIAL ADVISORS, LLC
CORE FINANCIAL ADVISORS
AUM
$159M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CORE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1350467
Firm CRD# 168839
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN BERNARDINO?

Browse all registered financial advisors in SAN BERNARDINO, California or claim this profile if it's yours.

Browse SAN BERNARDINO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Owen Boyd offer?
Robert Owen Boyd specializes in Financial Planning, Investment Management. Contact their office in SAN BERNARDINO, California for a consultation.
What are Robert Owen Boyd's credentials?
Robert Owen Boyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Owen Boyd located?
Robert Owen Boyd 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 Robert Owen Boyd charge for services?
Robert Owen Boyd'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN BERNARDINO
Tony C Lim — IBAAAndrew Devore Boyd — CORE FINANCIAL ADVISORS, LLCFujiko Nmn Suzuki — IBAAYasushi Nmn Tamura — IBAAReiko Nmn Tamura — IBAA
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile