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Robert Owen Boyd

CORE FINANCIAL ADVISORS, LLC·SAN BERNARDINO, California
SIE, Series 7, Series 63, Series 65Clean record26 years registeredCORE FINANCIAL ADVISORS, LLC
301 EAST VANDERBILT WAY, SAN BERNARDINO, CA 92408CRD# 1350467Firm CRD# 168839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Owen Boyd · SAN BERNARDINO, CA
Registration
CRD #1350467 · CORE FINANCIAL ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

CORE FINANCIAL ADVISORS
Oct 2013 – present
GBS FINANCIAL CORP.
May 2000 – Nov 2013
SAN BERNARDINO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 16, 2000
Years registered · 26
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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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.
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Other Advisors at CORE FINANCIAL ADVISORS, LLC

Andrew Devore Boyd
SAN BERNARDINO, CA
Richard Erl Michael Mcburney
SAN BERNARDINO, CA

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