Andrew D. 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Devore Boyd's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2013 - Present
CORE FINANCIAL ADVISORS
Office #1: 301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408November 18, 2013 - November 30, 2015
PURSHE KAPLAN STERLING INVESTMENTS
May 16, 2000 - November 15, 2013
GBS FINANCIAL CORP.
December 16, 1997 - November 15, 2013
GBS FINANCIAL CORP.
October 17, 1994 - December 12, 1997
INDEPENDENT FINANCIAL GROUP, LLC
November 16, 1982 - October 17, 1994
GREAT AMERICAN SECURITIES INC.
Primary Firm SEC Registration
CORE FINANCIAL ADVISORS
CRD#: 168839 / SEC#: 801-78617
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2013)
Exams
Current Firm
CORE FINANCIAL ADVISORS
CRD#: 168839 / SEC#: 801-78617
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 506 |
| AUM (Assets Under Management) | $ 168,821,087 |
Red Flags
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