Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Callis Barcomb is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. with over 30 years of experience in the financial services industry. Scott has a wide range of experience in securities, investments, and insurance. Scott holds Series 3, 7, 31, 63 and 65 licenses and is registered in multiple states to provide investment advice to individuals, corporations, and other entities. Scott is a Registered Representative with FINRA and is also registered with the SEC as an Investment Adviser Representative. Scott is dedicated to providing clients with personalized financial advice and investment strategies that meet their individual needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/06/2003 - Present
Berthel, Fisher & Co. Financial Services, Inc. (SARASOTA FL)
OH
08/25/2000 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
OH
10/21/1999 - 06/26/2000
TOWER EQUITIES, INC. (DAYTON OH)
NY
08/11/1994 - 01/17/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/04/1988 - 07/28/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/21/1985 - 03/24/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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