Regulatory Disclosure

MedCentric Financial Network is a Registered Investment Advisor with the California Department of Corporations. Because we do not maintain registration notice filings in other states, MedCentric Financial Network may only offer its referral services to residents of the State of California at this time. The existence of this website should not be construed in any direct or indirect manner as a solicitation for providing referrals or other services to any person or organization outside of the State of California.

MedCentric Financial Network does not render or offer to render personalized investment advice or financial planning advice either directly to individuals or institutions, or through this website. MedCentric Financial Network provides a referral service for physicians and other persons who wish to be referred to an affiliated independent advisor, and acts in this capacity as a Solicitor as defined and regulated by the Investment Advisor's Act of 1940.

Before referring any person to an affiliated advisor, the following conditions must be met:

1.) The person being referred must acknowledge receipt of the advisor's Form ADV, Part II.
2.) The referral must also acknowledge receipt of a notice which discloses the fee-sharing arrangement which exists between MedCentric Financial Network and the advisor to which the person is being referred.

For more information about the referral process, please go to "Understanding the Referral Process".

Please note that MedCentric Financial Network maintains its own Form ADV, Part II.

Thank You