RB
Robert Boyd
from Core Financial Advisors
Robert Boyd is a financial advisor based in California, San Bernardino,
with 35 years of experience. Robert currently works for
Core Financial Advisors.
Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Boyd works at Core Financial Advisors
Core Financial Advisors is a financial advisory firm based in San Bernardino, California. It currently has approximately $132,032,081 of assets under management and employs about 5 people. Core Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
301 East Vanderbilt Way, Suite 230, San Bernardino, California, 92408
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