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Richard Erl Michael Mcburney

Core Financial Advisors

San Bernardino, CA

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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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Other 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
EAGLE STRATEGIES LLC · SAN BERNARDINO, CA
ALLSTATE FINANCIAL ADVISORS, LLC · San Bernardino, CA
GUIDING WEALTH MANAGEMENT, LLC · San Bernardino, CA
LPL FINANCIAL LLC · SAN BERNARDINO, CA
PFS INVESTMENTS INC. · SAN BERNARDINO, CA

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