Skip to content
  • 813.770.9864
  • awpg@nbcsecurities.com
  • Tampa Bay, Florida
Logo
  • About Us

        • ABOUT AWPG

          We here at Advanced Wealth Planning Group take pride in utilizing the most up-to-date and powerful financial planning/wealth management tools & technology available to help guide our clients.

        • Providing financial
          advice to help
          you reach your goals

        • NBC Securities
        • RBC Correspondent Services
        • Why Choose Us
        • Why Work With a CFP Professional
        • Our Team
          • Armand A. Atkinson
          • Robert G. Alvarez
          • Arleen Romano
  • Our Services

        • “Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win until you do this”

          - Dave Ramsey

        • Financial Planning
        • Insurance Planning
        • Retirement Planning
        • Investment Management

        • Share Our Services

        • Online Access
  • Contact Us
  • Resources
        • About NBC Securities
          • Introducing NBC Securities
          • NBCS Form ADV Part 2A-B Update 02-15-2016
          • NBCS Form ADV Atkinson Part 2B
          • NBCS Form ADV Alvarez Part 2B
          • Robert G. Alvarez Resume
          • Armand A. Atkinson Resume
          • Client Relationship Summary
        • RBC Correspondent Services
          • Introducing RBC Correspondent Services
          • About RBC
          • You Your Financial Advisor & RBC
          • Protecting your assets
        • Investment Management
          • Investment Philosophy
          • Crafting your investment strategy
          • What does it mean to be a smartvestor pro
          • Smartvestor pro Code of Conduct
          • Benefits of Choosing an AIF Designee
        • Financial Planning
          • Advanced Wealth Planning Group
          • What is a Certified Financial Planner
          • Atkinson-Alvarez | Building Your Future Together
          • Why You Should Work With A ChFEBC
          • Planning Makes A Difference
          • Financial Planning at your fingertips
          • College Zoomer
          • Social Security Zoomer
          • More...
  • Account Login

        • Login to your online resources for financial news and information.

          In addition to account updates, you also have access to your online documents, convenient financial tools, research, and more. We thank you for visiting and value your business.

        • Investor Connect
        • Advanced Wealth Planning Group Circle Black

        • RBC has teamed up with the tech savy folks at CircleBlack.

          Presenting clients a wealth management platform to make their life easier. You can access the CircleBlack client portal by clicking the ‘CircleBlack Login’ below.

        • CircleBlack Login
        • Advanced Wealth Planning Group Black Diamond

        • We’ve teamed up with Black Diamond to provide the best wealth management experience,

          You can access the Black Diamond client portal by clicking the ‘Black Diamond’ login button below.

        • Black Diamond
  • Search

Advanced Wealth Planning Group

5401 W. Kennedy Blvd., Suite 460

Tampa, Fl 33609


T: 813.770.9864 | F: 727.674.0978 | E: aatkinson@nbcsecurities.com


Monday - Friday 9:00 AM - 5:00 PM

Saturday - Sunday Closed



Securities and Investment Advisory services offered through NBC Securities, Inc. Member FINRA and SIPC. Investment products 1) are not FDIC insured 2) not guaranteed by any bank and 3) may lose value including a possible loss of principal invested. NBC Securities does not provide legal or tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with a legal or tax consequence.

CFP ® | CERTIFIED FINANCIAL PLANNER ™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA ® ) is the owner of the certification marks “CIMA ®,” and “Certified Investment Management Analyst ®.” Use of CIMA ® or Certified Investment Management Analyst ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.


RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As SmartVestor Pros, we’re proud to be RamseyTrusted.

That means we consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how.

It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as SmartVestor Pros to receive clients.




  • About Us
  • Our Services
  • Contact Us
  • Resources
  • Account Login
  • Search

Copyright ©2024 Advanced Wealth Planning Group . All rights reserved. Designed by Daizetta

Advanced Wealth Planning Group Wiser Advisor