badge

Paladin Research Report For:

Armand Atkinson

Advanced Wealth Planning Group

AIF®EAChFC®CLU®CIMA®CFP®CDFA®
5401 W Kennedy Blvd
Suite# 460
Tampa, FL 33609
813-770-9864

About Armand Atkinson

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.

Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.

He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful.

Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling.

Armand is a member of the following Professional Associations & Organizations:

* College for Financial Planning Alumni Association
* Eckerd College Alumni Association
* Financial Planning Association of Tampa Bay
* Investment Management Consultants Association

See Disclosures

General Information

Firm Start Year
  • 1995
No. of Employees
  • 100-499
CRD#
  • 5167229
Firm CRD#
  • 17870
Insurance License#
  • Florida P097260
Name of Broker/Dealer
  • NBC Securities, Inc.
Name of Custodial Firm
  • RBC Correspondent Services
States Licensed in
  • Based on licenses and registrations I hold, I may conduct business in CO, FL, LA, MD, MA, NC, OH and TN.
Years of Experience in Financial Services
  • 15
Number of Years with Current Firm
  • 7
Work with the following types of clients
  • Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Advisory Services Provided
  • Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, EA, CLU®, AIF®, ChFC®, CIMA®, CDFA®
Securities Licenses
  • Series 66, Series 7
Insurance and Annuity Licenses
  • Variable Annuity, Long Term Care, Variable Life, Life, Health, Annuity, Disability
Financial Organization Memberships
  • Financial Planning Association (FPA), Investment Management Consultants Association
Non-Financial Organization Memberships

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $50,000
Compensation Methods
  • Flat Fee, Commissions, Hourly, Based on Assets
Fee % Based on Assets
  • Varies
Hourly Rate
  • $150
Additional Details on Charges
  • Typical fee is 1% of assets under management.

    $5,000 - $99,999 1.50% $100,000 - $1,000,000 1.00% $1,000,001-$2,500,000 .85% $2,500,001 And Greater Management fee negotiable
Minimum Fee Charged for Managed Accounts
  • N/A
Minimum Fee Charged for Hourly Planning Accounts
  • N/A

Education

Bachelors in Economics - Economics

Eckerd College
- 05/2006

Masters of Science - Personal Financial Planning

College For Financial Planning
-12/2015

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://brokercheck.finra.org/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1879196/paladinregistry-Advanced-Wealth-Planning-Group-detailed-disclosure.html

Disclaimer

Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC. A Registered Investment Advisor.