AA
CFP · ChFC

Armand Anthony Atkinson

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
72 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B

Fee Structure

Financial Plan Fee:$100 - $10,000

NBCS offers financial planning services for a negotiated flat fee or a percentage of assets under management, or a combination of both. The financial planning fee typically ranges from $100 to $10,000, depending on the complexity of the client's situation. Advisory fees are not charged for insurance analysis. The client is not obligated to implement the financial plan with NBCS.

Areas of Practice
Financial Planning & Coaching
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Advisor Information

Office location

St Petersburg, FL

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Armand is involved with rental properties and property management through Atkey Management LLC. This activity requires a few hours per week.

Employment History
Current Registrations
Nbc Securities, INC.
August 2015 - Present · 10 yrs 5 mos
Nbc Securities, INC.
July 2015 - Present · 10 yrs 6 mos
Nbc Securities, INC. Broker
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Jhs Capital Advisors, LLC
July 2010 - August 2015 · 5 yrs 1 mo
Jhs Capital Advisors, LLCBroker
July 2010 - August 2015 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
May 2007 - July 2010 · 3 yrs 2 mos
Ameriprise Financial Services, INC. Broker
April 2007 - July 2010 · 3 yrs 3 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Armand Anthony Atkinson - Financial Advisor | AdvisorDiscover