CORE FINANCIAL ADVISORS, LLC

CORE FINANCIAL ADVISORS
SAN BERNARDINO, California·3 registered advisors·CRD# 168839
SEC# 801-786170909-382-4545
01

Firm Overview

AUM
$159M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORE FINANCIAL ADVISORS, LLC

3 registered advisors
Andrew Devore Boyd
SAN BERNARDINO, California
Richard Erl Michael Mcburney
SAN BERNARDINO, California
Robert Owen Boyd
SAN BERNARDINO, California
05

Office Locations

SAN BERNARDINO, California
3 advisors

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Data sourced from SEC Form ADV filings. CORE FINANCIAL ADVISORS, LLC (CRD# 168839) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.