Richard
Mcburney
Core Financial Advisors
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About this Advisor
Richard Mcburney is a financial advisor based in San Bernardino, California, working with Core Financial Advisors. Richard has previously held positions at Core Financial Advisors, Byu-Idaho University Store, and Byu-Idaho. Richard has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Richard is part of Core Financial Advisors, which operates out of San Bernardino, California. The firm has 5 employees and manages assets totaling $159.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Core Financial Advisors includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Core Financial Advisors Brokerage Details
$158,991,472
5
534
$297,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Mcburney Work History
Core Financial Advisors
Core Financial Advisors
Byu-Idaho University Store
Byu-Idaho University Store
Byu-Idaho
Disclosures
Please visit the SEC profile of Richard Mcburney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Core Financial Advisors
San Bernardino, CA
San Bernardino, CA
San Bernardino, CA
San Bernardino, CA
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