Richard Camp (CRD# 4593252) is an Investment Advisor Representative working at Avantax Advisory Services in Jacksonville, FL and has over 20 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lifeplan Financial Services LLC | Jacksonville, FL | Aug 2014 - Current | 9 |
Humana Insurance | Jacksonville, FL | Jan 2014 - Current | 10 |
Avantax Advisory Services | Jacksonville, FL | Aug 2008 - Current | 15 |
Avantax Investment Services, Inc. | Jacksonville, FL | Feb 2007 - Current | 17 |
Lifeplan Financial Advisors LLC | Jacksonville, FL | Jun 2004 - Current | 19 |
Avantax Insurance Agency, LLC | Jacksonville, FL | May 2003 - Current | 20 |
Richard Camp, Cpa, Pa | Jacksonville, FL | May 1990 - Current | 33 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
- FL
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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