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:
https://brokercheck.finra.or...
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

Number of Years with Current Firm:    7
Years of Experience in Financial Services:    11
Name of Custodial Firm:    RBC Correspondent Services
Name of Broker/Dealer:    NBC Securities, Inc.
States Licensed in:    Based on licenses and registrations I hold, I may conduct business in CO, FL, LA, MD, MA, NC, OH and TN.
Insurance License#:    Florida P097260
Firm CRD#:    112097
CRD#:    5167229
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
 

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    N/A
Minimum Fee Charged for Managed Accounts:    N/A
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
Hourly Rate:    $150
Fee % Based on Assets:    Varies
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 
 
 
Yellow Pages - RothIra.org 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved