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Paul Vernon Hensler

Core Financial Advisors

San Bernardino, CA

CRD 2243119

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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 2025-09-12
  • CA RA
    APPROVED
    Since 2025-09-12

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
Purshe Kaplan Sterling Investments Albany NY 11/2013 Present
Core Financial Advisors San Bernardino CA 08/2003 Present
  • 11/2013 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2003 → Present
    Core Financial Advisors
    San Bernardino, CA
Previous Registrations
  • 1997-07-08 → 2002-11-22
    Morgan Stanley Dw Inc.
    Redlands, CA
Other Businesses

1) CORE FINANCIAL ADVISORS. INVESTMENT RELATED. 1918 BUSINESS CENTER DR #110. SAN BERNADINO, CA 92408. FINANCIAL ADVISOR. 08/2003. 160 HRS/MO.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-29
S63 Uniform Securities Agent State Law Examination 1992-06-23
  • S66 Uniform Combined State Law Examination
    2014-12-29
  • S63 Uniform Securities Agent State Law Examination
    1992-06-23

View on SEC IAPD

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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

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