RC
PFS
RC
PFS

Richard Camp

22 Years of Experience
Jacksonville, FL
BrokerSells Insurance

Richard Camp is a PFS-designated registered investment advisor, based in Jacksonville, FL, with 22 years of industry experience.

Location

6817 Southpoint Parkway, Suite 2201, Jacksonville, FL, 32216

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History

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 ActivitiesSells Insurance

Richard owns Lifeplan Financial Services LLC, where he meets with clients and helps them select investment products, dedicating about a quarter of his time. He also sells insurance products, including equity indexed annuities, through Avantax Insurance Agency and Avantax Insurance Services, spending about 10-20% of his time on each.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
August 2008 - September 2025 · 17 yrs 1 mo
Avantax Investment Services, INC.Broker
March 2007 - September 2025 · 18 yrs 6 mos
1st Global Advisors INC
April 2004 - March 2007 · 2 yrs 11 mos
1st Global Capital CORP.Broker
December 2003 - March 2007 · 3 yrs 3 mos
State Registrations5 states
FLILNCSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Richard Camp - Financial Advisor | TrueAdvisor