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Richard Erl Michael Mcburney

Core Financial Advisors

San Bernardino, CA

CRD 7071747

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Employer firm

Core Financial Advisors CRD 168839

$179M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Core Financial Advisors

301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-02-06
  • CA RA
    APPROVED
    Since 2019-02-06

Branch Locations

301 East Vanderbilt Way Suite 230, San Bernardino, CA 92408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Financial Advisors San Bernardino CA 11/2018 Present
Core Financial Advisors San Bernardino CA 11/2018 Present
Byu-Idaho University Store Rexburg ID 03/2016 11/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-01
  • S65 Uniform Investment Adviser Law Examination
    2019-02-01

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

R C CHAVEZ
Phillip Levy
MARIE FINAZZO JOHNSON

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · San Bernardino, CA
J.P. MORGAN SECURITIES LLC · SAN BERNARDINO, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Bernardino, CA

More in San Bernardino, CA

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