seller-profile

Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd, Ste 460

Tampa, FL 33609

813-770-9864

Connect with Armand

General Information

Firm Start Year

1995

No.of Employees

100-499

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.

Years of Experience in Financial Services

15

Number of Years with Current Firm

7

Work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, 401K Rollovers

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CIMA®, CLU®, ChFC®, CDFA®, AIF®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity

Financial Organization Memberships

Financial Planning Association (FPA), Investment Management Consultants Association

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly

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-$2,500,000 .85% $2,500,001 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
- 05/2006

Masters of Science - Personal Financial Planning

College For Financial Planning
- 12/2015

Disclosures

https://brokercheck.finra.org/

Disclaimer

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