Armand A. Atkinson [ChFEBC℠, CFP®]
5401 W Kennedy Blvd
Suite 460
Tampa, FL 33609
Original Certificate Date: 9/5/2017
ChFEBC℠ Number: A711AT060
ChFEBC℠, HR Certificate: 4/14/2022
Organization: Advanced Wealth Planning Group
Broker Dealer: NBC Securities, INC
Phone: 813-770-9864
Cell: 727-465-8027
Fax: 727-674-0978
Email: aatkinson@nbcsecurities.com
Website: www.advwealthplan.com
State Insurance License #: P097260
CRD#: 5167229
CFP#: 164393
Primary Insurance: Brighthouse, Equitable, Jackson & Lincoln
Primary Investment: American Funds, Blackrock, Fidelity, First Trust, Franklin Templeton, State Street Global Advisors and Vanguard
Services you provide: I also hold a Masters of Science degree in Personal Financial Planning and the Certified Investment Management Analyst (CIMA) credential from The Wharton School