Robert O. Boyd

CORE FINANCIAL ADVISORS

San Bernardino, CA 92408

Some features on this profile are disabled

CRD#: 1350467

Professional summary

Robert Owen Boyd is a registered financial advisor currently at CORE FINANCIAL ADVISORS located in San Bernardino, California and PURSHE KAPLAN STERLING INVESTMENTS located in San Bernardino, California.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

1) CORE FINANCIAL ADVISORS. PARTNER. SEE REGISTERED BRANCH OFFICE LOCATION; RIA. INVESTMENT RELATED. 12/1998. 2) ROBERT O. BOYD TAX PREPARATION. 765 PARKDALE DR., SAN BERNADINO, CA 92404. NOT INVESTMENT RELATED. SOLE PROPRIETOR. 10/2010.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Owen Boyd's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 16, 2013 - Present

CORE FINANCIAL ADVISORS

Office #1: 301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408

RIA

CRD#: 168839

San Bernardino, CA

Current

November 18, 2013 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 301 Vanderbilt Way Suite 230, San Bernardino, CA 92408

CRD#: 35747

San Bernardino, CA

Past

May 16, 2000 - November 15, 2013

GBS FINANCIAL CORP.

RIA

CRD#: 16906

SAN BERNARDINO, CA

Past

December 11, 1997 - November 15, 2013

GBS FINANCIAL CORP.

CRD#: 16906

SAN BERNARDINO, CA

Past

October 17, 1994 - December 12, 1997

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

June 19, 1985 - October 17, 1994

GREAT AMERICAN SECURITIES INC.

CRD#: 7504

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CORE FINANCIAL ADVISORS

BOYD WEALTH MANAGEMENT GROUP, LLC | CORE FINANCIAL ADVISORS, LLC | CORE FINANCIAL ADVISORS | CORE ADVISORS, LLC

CRD#: 168839 / SEC#: 801-78617

RIA

Registered Investment Advisory firm - (10/16/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/7/2016)

IAR

California
(10/16/2013)

California
(11/18/2013)

Colorado
(4/17/2020)

Kentucky
(11/18/2013)

Oklahoma
(3/30/2023)

Oregon
(11/18/2013)

Texas
(11/18/2013)

IAR

Texas
(5/15/2014)

Utah
(11/18/2013)

Washington
(11/18/2013)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/1985

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CORE FINANCIAL ADVISORS

BOYD WEALTH MANAGEMENT GROUP, LLC | CORE FINANCIAL ADVISORS, LLC | CORE FINANCIAL ADVISORS | CORE ADVISORS, LLC

CRD#: 168839 / SEC#: 801-78617

RIA

Registered Investment Advisory firm - (10/16/2013 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408

Mailing Address

P.o. Box 10697, San Bernardino, CA 92423-0697

Phone number

(909) 382-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	506
AUM (Assets Under Management)	$ 168,821,087

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Ryan Perry

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Gabriel Shahin

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert O. Boyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Owen Boyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

GBS FINANCIAL CORP.

GBS FINANCIAL CORP.

INDEPENDENT FINANCIAL GROUP, LLC

GREAT AMERICAN SECURITIES INC.

Primary Firm SEC Registration

CORE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/1999

Series 63

Date: 2/8/1990

SIE

Date: 10/1/2018

Series 7

Date: 6/15/1985

FINRA

Current Firm

CORE FINANCIAL ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORE FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

Similar Advisors