CORE FINANCIAL ADVISORS, LLC

Legal name: CORE FINANCIAL ADVISORS

CRD #168839 SEC #801-78617 SAN BERNARDINO, CA 909-382-4545

SEC Registered

Total AUM

$168.8M

Discretionary

$148.7M

Employees

Clients

Accounts

506

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 18, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
McBurney, Richard, Erl Michael	I	CHIEF COMPLIANCE OFFICER	NA
McBurney, Richard, Erl Michael	I	CHIEF COMPLIANCE OFFICER	NA
McBurney, Richard, Erl Michael	I	CHIEF COMPLIANCE OFFICER	NA
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	E	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	E	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER & PRESIDENT	E	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER & PRESIDENT	E	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER & PRESIDENT	E	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ROBERT, OWEN	I	MANAGING MEMBER	D	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	B	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER	B	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER	B	Control
BOYD, ANDREW, DEVORE	I	MANAGING MEMBER	B	Control

Registrations

Federal

Mar 18, 2025 REGISTERED

Notice Filings (6)

AZ CA CO LA TX UT

Address

301 EAST VANDERBILT WAY
SUITE 230
SAN BERNARDINO, CA 92408
United States

Phone: 909-382-4545