CORE FINANCIAL ADVISORS, LLC of SAN BERNARDINO, CA is an SEC-registered investment adviser (CRD 168839). Regulatory assets under management: $178.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert Owen Boyd | MANAGING MEMBER & PRESIDENT | — |
| Richard Erl Michael Mcburney | CHIEF COMPLIANCE OFFICER | — |
| Andrew Devore Boyd | MANAGING MEMBER | — |
| BOYD ANDREW DEVORE | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BOYD ROBERT OWEN | MANAGING MEMBER; MANAGING MEMBER & PRESIDENT | — |
| McBurney Richard Erl Michael | CHIEF COMPLIANCE OFFICER | — |