Andrew Devore Boyd
Professional Summary
Andrew Devore Boyd, who also goes by Andy Boyd, is a registered financial advisor currently at CORE FINANCIAL ADVISORS located in San Bernardino, California. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Andrew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andy Boyd
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BOYD WEALTH MANAGEMENT GROUP, LLC | CORE FINANCIAL ADVISORS, LLC | CORE FINANCIAL ADVISORS | CORE ADVISORS, LLC
Contact Information
Main Address
301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408Mailing Address
P.o. Box 10697, San Bernardino, CA 92423-0697Phone Number
(909) 382-4545# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
507AUM (Assets Under Management)
$178,523,341Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BOYD WEALTH MANAGEMENT GROUP, LLC | CORE FINANCIAL ADVISORS, LLC | CORE FINANCIAL ADVISORS | CORE ADVISORS, LLC
State Registrations and Notice Filings
(10/16/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Nov 1982About the Series 22 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Devore Boyd's CRS (Customer Relationship Summary).
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