ArmandAtkinson- Financial Advisor Tampa, FL

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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

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelors in Economics - Economics

Eckerd College
- 05/2006

Masters of Science - Personal Financial Planning

College For Financial Planning
-12/2015

Disclosures

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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

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