Armand A. Atkinson

Armand A. Atkinson [ChFEBC℠, CFP®]

5401 W Kennedy Blvd
Suite 460
Tampa, FL 33609

Original Certificate Date: 9/5/2017

ChFEBC℠ Number: 76A0AT011

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

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