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Featured Business Financial Advisor in Tampa, FL
Tampa Financial Advisors
NBC Securities, Inc.
5426 Bay Center Dr, Ste 575
Tampa, FL 33609
(727) 623-0346
“Building Wealth. Building Relationships.”
Advisor Profile
Armand Atkinson, MS, CFP, CIMA, AIF
Name:  Armand Atkinson, MS, CFP, CIMA, AIF
Phone Number:  (727) 623-0346
Website:  Visit Website
Disclaimer
Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC. A Registered Investment Advisor.

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

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.
States Willing to do Business in:    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
Years of Experience in Financial Services:    11
Number of Years with Current Firm:    7
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Florida 2-15 - Life, Disability
Financial Organization Memberships:    Investment Management Consultants Association, Financial Planning Association (FPA)
Non-Financial Organization Memberships:   
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets, Commissions, Hourly, Flat Fee
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
 
 
 
Prepared By: Armand Atkinson, MS, CFP, CIMA, AIF

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