wiseradvisor

Armand Atkinson, MS, CFP, CIMA, AIF
NBC Securities, Inc.

Tel: (727) 623-0346
5426 Bay Center Dr, Ste 575
Tampa, FL 33609

Building Wealth. Building Relationships.

NBC Securities, Inc. | Financial Advisor in Tampa ,FL


About NBC Securities, Inc.

Armand is an independent financial advisor with NBC Securities, Inc., 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 NBC Securities, Inc., is ready to help you create the future you choose.


General Information

Firm Start Year:   1995
No.of Employees:   100-499
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.
Number of Years with Current Firm:   7


Qualifications & Memberships

Insurance and Annuity Licenses:   Florida 2-15 - Life , Variable Life , Long Term Care , Variable Annuity , Life , Health , Annuity , Disability
Financial Organization Memberships:   Financial Planning Association (FPA) , Investment Management Consultants Association
Non-Financial Organization Memberships:  


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Hourly , Based on Assets , Flat Fee , Commissions
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-$5,000,000 .85% $5,000,001 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 - Saint Petersburg, FL
- 05/2006

Masters of Science - Personal Financial Planning  College For Financial Planning - Denver, CO
-12/2015



Faqs

  • Do you have a customer satisfaction or refund policy? Yes. Either party may terminate the relationship in writing.
  • What are your qualifications? What is your education background? Armand has a degree in Economics from Eckerd college and a Master of Science degree in Personal Financial Planning. He currently holds the following professional designations & licenses: CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Other - ChFEBC, AWMA, CRPC, CMFC, & MPAS. Finra 7, 66 & Florida Life, Health & Variable Annuities 2-15.
  • What is your approach to financial planning? He 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.
  • What services do you offer? Investment Planning & Advice, Retirement Planning, College Planning, Tax Planning and Comprehensive Financial Planning.
  • How many clients do you currently manage? Approximately 300 households currently.
see more


Disclaimer

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

Armand Atkinson, MS, CFP, CIMA, AIF

Armand Atkinson, MS, CFP, CIMA, AIF

CERTIFIED FINANCIAL PLANNER™ Certificant

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

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My Services

Financial Advice & Consulting

Armand takes time to get to know each and every client and their unique financial planning & investments needs. Only after he has a clear understand of what each client is trying to accomplish does he begin the process of financial planning.


Financial Planning for Individuals

Armand truly enjoys working with individuals and couples and helping them develop a road map for their financial lives that addresses both their current & future needs. Armand's comprehensive financial plans cover the following areas: Investment Planning, Retirement Planning, Insurance Planning, College Planning, Tax Planning & Estate Planning.


Financial Planning for Businesses

Armand will work with small business owners to ensure that they are utilizing an appropriate and cost effective retirement savings plan for their company and employees. He will also review ancillary benefits such as life and disability insurance.


My Team

Robert  Alvarez
Robert Alvarez CFP
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 ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

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

Compensation Arrangements

Check

News & Events

Social Security tax changes could hit small busine
When: 08/15/2014
Details:Armand's article on Social Security that was featured in the Tampa Bay Business Journal. ...more


Making Sense Of Emerging Markets
When: 03/02/2015
Details:Armand was interviewed for this piece by Financial Advisor Magazine on Emerging Markets. ...more


Awards & Recognitions

Awards & Recognitions
Armand receiving the Innovation Award
(02/28/2015)

A picture of Armand receiving the Innovation award from JHS's COO & CEO on 02/28/2015.


Awards & Recognitions
Innovation Award
(02/28/2015)

Rewarded for his use of technology and for his dedication to furthering his knowledge and expertise. Since joining JHS Capital Advisors, Armand has earned his CFP & CIMA certifications.

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