Core Financial Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 168839
- SEC number
- 801-78617
- Firm type
- RIA
- Assets under management
- $178.5M as of Jan 12, 2026
- Website
- cfaonline.com ↗
- Phone
- 909-382-4545
- Address
- 301 East Vanderbilt Way, San Bernardino, CA, 92408
Advisors at this firm
4 in our index · page 1 of 1
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Andrew Devore BoydCRD 1073601 · San Bernardino, CAIA Registered
-
Robert Owen BoydCRD 1350467 · San Bernardino, CAIA RegisteredBroker
-
Paul Vernon HenslerCRD 2243119 · San Bernardino, CAIA RegisteredRegistration inactive
-
Richard Erl Michael McburneyCRD 7071747 · San Bernardino, CAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 168839 ↗
FINRA BrokerCheck record for firm CRD 168839 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.