Formulas has not been subject to any disciplinary events by regulators nor is it a party to
any legal events that are material to client evaluation of our advisory business. You can visit
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For additional information on our advisory services, see our Brochure
available at and any individual brochure supplement your representative provides.
Your primary contact regarding your USA Financial Formulas account is your investment adviser
representative. If you have any questions or want another copy of this Client Relationship
Summary. You may reach our Chief Compliance Officer, Andrea McGrew, at (888)444-0125 or you
can email questions to email@example.com
and we will address your concerns.
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The information, data and opinions contained herein (1) include confidential and
proprietary information belonging to USA Financial Formulas, (2) may not be copied or redistributed,
(3) do not constitute investment advice by USA Financial Formulas, (4) are provided solely
for informational purposes only and therefore are not an offer to buy or sell, and
(5) are not warranted to be correct, complete or accurate. Past performance is not
an indication of future results and actual results may vary. Investing carries an
inherent element of risk. No investment should be made in a USA Financial Formulas account without receiving
and reviewing the USA Financial Formulas ADV. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training.