Armand Atkinson- Financial Advisor Tampa, FL

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About Armand Atkinson

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets.

Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

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General Information

Firm Start Year

1995

No. of Employees

100-499

Compliance

Qualifications & Membership

Compensation and Fees

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.

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Armand Atkinson

Advanced Wealth Planning Group