Armand, Atkinson
Advanced Wealth Planning Group
5401 W Kennedy BlvdSuite# 460
Tampa, FL 33609
8137709864
About Advanced Wealth Planning Group
Armand is an independent financial advisor with the Advanced Wealth Planning Group, 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 children's' 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 the Advanced Wealth Planning Group is ready to help you create the future you choose.
See Disclosures
General Information
Firm Start Year
1995
No. of Employees
100-499
CRD#
5167229
Firm CRD#
17870
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
Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, EA, CLU®, AIF®, ChFC®, CIMA®, CDFA®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Variable Annuity, Long Term Care, Variable Life, Life, Health, Annuity, Disability
Financial Organization Memberships
Financial Planning Association (FPA), Investment Management Consultants Association
Non-Financial Organization Memberships
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Flat Fee, Commissions, Hourly, Based on Assets
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/
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1879196/financialplanners-Advanced-Wealth-Planning-Group-detailed-disclosure.html
Disclaimer
Securities and Advisory services offered through NBC Securities, Inc. Member FINRA/SIPC. A Registered Investment Advisor.