Featured Business Financial Advisor in Prospect Park, PA
Prospect Park Financial Advisors
Acanthus Associates
211 Lazaretto Rd, Suite 9F
Prospect Park, PA 19076
(877) 956-7526
“Independent Minds - Unbiased Advice”
Advisor Profile
Scott Bombeck, CFP
Name:  Scott Bombeck, CFP
Phone Number:  (877) 956-7526
Website:  Visit Website
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.

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.
 

General Information

Gender:    Male
CRD#:    3042556
Firm CRD#:    2882
Insurance License#:    347423
Name of Broker/Dealer:    Cambridge Investment Research
Name of Custodial Firm:    Pershing
States Licensed in:    PA, NJ, DE, FL, CA, MD
States Willing to do Business in:   
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    9
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).
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BS, Economics, minor in Business Administration - The Pennsylvania State University
 

Services

Investment Types:    Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 63, Series 65, Series 6
Insurance and Annuity Licenses:    Disability, Accident, Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Professional Business Network - Board Officer
Ridley Twp Business Association
Board Member - Penn State Alumni Association
 

Firm Information

Firm's Number of Clients:    110
Firm's Number of Planning Clients:    50
Firm's Number of Managed Clients:    40
Advisor's Number of Clients:    110
Advisor's Number of Managed Clients:    40
Advisor's Number of Planning Clients:    50
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Hourly, Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:    Variable
Hourly Rate:    $150
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.
 
 
 
Prepared By: Scott Bombeck, CFP

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