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Erik William Thurnher

Medcentric Financial Network

Newport Beach, CA

CRD 2796293

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Employer firm

Medcentric Financial Network CRD 115826

3 advisory clients

Reported services (Item 5G)

  • Selection of other advisers
  • FINANCIAL EDUCATIONAL ACTIVITIES

From the firm’s Form ADV. Read the guides:

Current Employers
Medcentric Financial Network

Newport Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Newport Beach, CA • 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
Medcentric Financial Network Newport Beach CA 12/2000 Present
Newport Financial Advisors,Inc Dba Physicians Financial Advisors Newport Beach CA 06/1996 07/2020
Mercer Global Advisors Inc. Newport Beach CA 08/2019 12/2025
Previous Registrations
  • 2020-01-14 → 2026-01-16
    Newport Beach, CA
  • 1996-09-11 → 2020-07-03
    Physicians' Financial Advisors
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
Other Businesses

Name of firm: Traverse Fitness, Inc Title: Director Start date 6/25/21 Address: 1 West Barrett, Richmond, CA 94801 Type of firm: Obstacle gym Time spent per month: 5 hours Investment related: No

Designations
  • Certified Financial Planner

View on SEC IAPD

More in Newport Beach, CA

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