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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
Disclosure Link:
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

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
Name of Broker/Dealer:    NBC Securities, Inc.
Insurance License#:    Florida P097260
Number of Years with Current Firm:    7
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.
Firm CRD#:    112097
CRD#:    5167229
Years of Experience in Financial Services:    11

Qualifications & Memberships

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


I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    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

Minimum Fee Charged for Hourly Planning Accounts:    N/A
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Fee Charged for Managed Accounts:    N/A
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
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
Fee % Based on Assets:    Varies
Hourly Rate:    $150

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