Armand A. Atkinson,  CFP<sup>&reg;</sup> - Financial Advisor

Armand A. Atkinson, CFP®

MS CIMA AIF®

Financial Advisor

NBC Securities, Inc.

5426 Bay Center Dr, Ste 575
Tampa, FL 33609
FINANCIAL ADVISOR'S WEBSITE
(727) 623-0346

General

Armand Atkinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NBC Securities, Inc. in Tampa, FL and the surrounding communities.

Financial Advisor Overview


Wealth Management Approach

As an investor, your financial needs may be more complex than that of the average person. I’ll work with you to create a plan with a goal to simplify your overall financial picture and provides long-term strategies for goals such as retirement, managing taxes, planning for a child’s education funding and wealth preservation. I will work with you to create strategies and deliver personalized solutions for accumulating, protecting and transferring wealth – in addition to using your wealth to help create an income stream during retirement.

Your investments will be arranged for the best blend of investment strategy and tax efficiency. While I do not complete tax returns, I do evaluate your tax situation and recommend strategies to minimize your income tax consistent with your long-term goals.

My comprehensive approach to providing wealth management services can help simplify your life.

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Financial Advisor Experience

Mr. Atkinson has more than eleven years of professional investment management experience. He holds a Master of Science Degree in Personal Financial Planning. He also holds the CIMA designation through the Wharton School at the University of Pennsylvania and the CFP designation among other industry recognized designations. Armand has been a Dave Ramsey ELP (Endorsed Local Provider) since 2010, and proudly serves as both a SmartVestor Pro and an ELP for long-term care insurance.

He also holds the Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU®), Chartered Employee Benefits Counselor (ChFEBC®), Master Planner Advanced Studies (MPAS®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund Counselor (CMFC®) designations from the College for Financial Planning.

He has completed and currently holds the FINRA Series 7, FINRA Series 66, along with the Florida Life, Health & Variable Annuities License. He serves as an approved 403(b)/457 representative for Pinellas County Schools, Manatee County Schools, St. Petersburg College and the State College of Florida.

Based on licenses and registrations he holds, He may conduct business in CO, FL, LA, MD, MA, NC, OH & TN.


He currently resides in Saint Petersburg, FL with his wife Maria and daughter Amelia. He enjoys networking and being active within his community. His hobbies include soccer, cycling and traveling.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MPAS®, AWMA®, CRPC®, CMFC®, ChFEBC®, AIF®

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Fixed annuities: Florida
  • Variable annuities: Florida

Broker-Dealer Affiliation

NBC Securities, Inc.

Broker-Dealer Disclaimer

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources