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Andrew Devore Boyd

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 2025-02-28
  • CA RA
    APPROVED
    Since 2025-02-28

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 10/2013 Present
Previous Registrations
  • 2000-05-16 → 2013-11-15
    Gbs Financial Corp.
    San Bernardino, CA
    Ventura, CA
    San Bernardino, CA
    San Bernardino, CA
    Ventura, CA
Other Businesses

1) CORE FINANCIAL ADVISORS. RIA. TAXES, FIXED INSURANCE. 1918 BUSINESS CENTER DR, #110., SAN BERNADINO, CA 92408. 12/1998. PARTNER, OWNER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-14
S63 Uniform Securities Agent State Law Examination 1990-04-25
  • S65 Uniform Investment Adviser Law Examination
    1999-05-14
  • S63 Uniform Securities Agent State Law Examination
    1990-04-25
Other Names
  • Andy Boyd

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
GUIDING WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.

Other Investors

R C CHAVEZ
Phillip Levy
MARIE FINAZZO JOHNSON
JACK RAY KNIGHT
Richard Erl Michael McBurney
PAUL VERNON HENSLER
ROBERT OWEN BOYD
Sean McMullin

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

More in San Bernardino, CA

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