Robert Boyd is a registered investment advisor, based in San Bernardino, CA, with 40 years of industry experience.
Location
301 East Vanderbilt Way, Suite 230, San Bernardino, CA, 92408
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a partner at Core Financial Advisors, a registered investment advisor, since 1998. He also operates Robert O. Boyd Tax Preparation as a sole proprietor since 2010.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2013 - Present · 12 yrs 6 mos
Core Financial Advisors
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Gbs Financial CORP.
May 2000 - November 2013 · 13 yrs 6 mos
Gbs Financial CORP.Broker
December 1997 - November 2013 · 15 yrs 11 mos
Hagerty, Stewart & Associates, INC.Broker
October 1994 - December 1997 · 3 yrs 2 mos
Great American Securities INC.Broker
June 1985 - October 1994 · 9 yrs 4 mos
State Registrations9 states
AZCACOKYOKORTXUTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.