Armand Atkinson
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
Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.
Our Team
Rob serves as Director of Insurance and oversee all facets of the insurance operations for NBC Securities. He is a third generation Floridian and during his 24 plus years of working in the financial services industry he has had the privilege of serving many families in the Tampa Bay community. He is a graduate of the University of South Florida with a Finance degree and is proud to have earned the Certified Financial Planner designation. His affiliation with NBC Securities has provided him with a platform to continue serving his clients both today and into the future.
Armand currently resides in Saint Petersburg, FL. He
enjoys networking and being active within his community.
His hobbies include soccer, cycling and traveling.
5167229
17870
Florida P097260
NBC Securities, Inc.
RBC Correspondent Services
Based on licenses and registrations I hold, I may conduct business in CO, FL, LA, MD, MA, NC, OH and TN.
Apollo Beach, Belleair Beach, Brandon, Clearwater, Clearwater Beach, Crystal Beach, Dover, Dunedin, Gibsonton, Holiday, Indian Rocks Beach, Land O Lakes, Largo, Lithia, Lutz, New Port Richey, Odessa, Oldsmar, Palm Harbor, Palmetto, Pinellas Park, Plant City, Riverview, Ruskin, Safety Harbor, Saint Petersburg, Seffner, Seminole, Sun City Center, Tampa, Tarpon Springs, Thonotosassa, Valrico, Wesley Chapel, Wimauma, Zephyrhills
15
7
Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
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
No
Yes
Yes
Yes
CFP®, EA, CLU®, AIF®, ChFC®, CIMA®, CDFA®
Series 66, Series 7
Variable Annuity, Long Term Care, Variable Life, Life, Health, Annuity, Disability
Financial Planning Association (FPA), Investment Management Consultants Association
Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Fee-Based
$50,000
Flat Fee, Commissions, Hourly, Based on Assets
Varies
$150
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
N/A
N/A
Armand's basic investment philosophy is built upon risk management using a disciplined process of investment consulting. Every investment contains some degree of risk. Even those investments with lower returns and perceived risk carry inflation and purchasing power risk.
The major ingredient in risk management is diversification through an appropriate asset allocation. Many people diversify by owning several different mutual funds. The challenge often is that they may own some of the same underlying stocks. Having multiple funds which own the same stocks is not diversification.
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://brokercheck.finra.org/
Additional Detailed Disclosures
Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC. A Registered Investment Advisor.
When: 03/02/2015 | By:
Location:
Details: Armand was interviewed for this piece by Financial Advisor Magazine on Emerging Markets....
When: 08/15/2014 | By:
Location:
Details: Armand's article on Social Security that was featured in the Tampa Bay Business Journal....
