| Advisor Profile |
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| Name: |
Scott Bombeck, CFP® |
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Disclosure Link:
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| Disclaimer |
| Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Acanthus Associates are not affiliated. |
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About Acanthus Associates |
| Acanthus Associates is a client-focused financial services firm providing wealth protection strategies, asset management and financial and estate planning to individuals and businesses. Our core belief is to provide the best advice we possibly can to our valued clients. As we are an independent firm we are not influenced or limited to using proprietary financial products by a parent company. |
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General Information |
| Years of Experience in Financial Services: |
18
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| Work Experience: |
Prior to founding Acanthus Associates in January of 2006, Scott was an Investment Advisory Representative and a Registered Representative of The MONY Group(2002-2005) and AXA Advisors(1997-2002).
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| States Licensed in: |
PA, NJ, DE, FL, CA, MD
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| Name of Custodial Firm: |
Pershing
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| Number of Years with Current Firm: |
9
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| Insurance License#: |
347423
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Cambridge Investment Research
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Education |
| Academic Background |
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| BS, Economics, minor in Business Administration - The Pennsylvania State University |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 6, Series 7, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Professional Business Network - Board Officer
Ridley Twp Business Association
Board Member - Penn State Alumni Association
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Firm Information |
| Advisor's Number of Clients: |
110
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| Firm's Number of Clients: |
110
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| Advisor's Number of Planning Clients: |
50
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| Advisor's Number of Managed Clients: |
40
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| Firm's Number of Planning Clients: |
50
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| Firm's Number of Managed Clients: |
40
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
Variable
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| Additional Details on Charges: |
Asset management fee percent based on overall size of account under management. Planning fees are contingent upon scope of plan. Free initial consultation, proposal and fee quote available.
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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