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Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd
Suite# 460

Tampa, FL 33609

813-770-9864

Building Wealth. Building Relationships.

About Advanced Wealth Planning Group

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 childrens 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.

General Information

Firm Start Year

1995

No.of Employees

100-499

CRD#

5167229

Firm CRD#

112097

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, Investment Clubs, Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types

Stocks, Alternative Investments, Annuities, Insurance, Options & Futures, Commodities, Bonds, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Via Email, Via Phone, Our Office, Our Offices, Video Conference, Your Home

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®, CIMA®, CDFA®, ChFC®, CLU®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Health, Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Financial Organization Memberships

Financial Planning Association (FPA), Investment Management Consultants Association

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

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

https://brokercheck.finra.org/

Disclaimer

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