Scott
Barcomb
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Scott Barcomb is a financial advisor based in Sarasota, Florida who has 20 years of industry experience. Barcomb works at Berthel, Fisher & Company Financial Services, Inc. Over the course of their career, Barcomb has held roles at Berthel, Fisher & Company Financial Services, Inc, Barcomb & Associates LLC and Bfc Planning, Inc. Barcomb has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Berthel, Fisher & Company Financial Services, Inc is a business that has its headquarters in Cedar Rapids, IA. It has offices in 100 locations and a total of 100 financial advisors. It oversees $396 million in assets under management across its 2,247 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,247 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the services provided. Fees charged by Berthel, Fisher & Company Financial Services, Inc most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berthel, Fisher & Company Financial Services, Inc Brokerage Details
$395,938,893
100
2,247
$176,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Scott Barcomb Work History
Scott has been registered as a financial advisor for 20 years.*
Bfc Planning, Inc
Berthel, Fisher & Company Financial Services, Inc
Barcomb & Associates LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Barcomb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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