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RM

Richard E. Mcburney

CORE FINANCIAL ADVISORS
San Bernardino, CA 92408
Some features on this profile are disabled
CRD#: 7071747
RM

Professional summary

Richard Erl Michael Mcburney is a registered financial advisor currently at CORE FINANCIAL ADVISORS located in San Bernardino, California.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Richard has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Erl Michael Mcburney'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

February 6, 2019 - Present

CORE FINANCIAL ADVISORS

Office #1: 301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408
RIA
CRD#: 168839
San Bernardino, CA

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".
CF
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.

Highlighted states indicate IAR registrations

IAR
California
(2/6/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/1/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2018
Securities Industry Essentials Examination

Current Firm

CF
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)
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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
6

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts506
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.

Company Information

CORE FINANCIAL ADVISORS

CRD#: 168839San Bernardino, CA 92408

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