Richard N Camp

Current Employers

Employment History

• 05/1990 → Present
  Richard Camp, Cpa, Pa
  Jacksonville, FL
• 02/2007 → 09/2025
  Avantax Investment Services, Inc.
  Jacksonville, FL
• 06/2004 → Present
  Lifeplan Financial Advisors Llc
  Jacksonville, FL
• 08/2008 → 09/2025
  Avantax Advisory Services
  Jacksonville, FL
• 01/2014 → Present
  Humana Insurance
  Jacksonville, FL
• 05/2003 → 09/2025
  Avantax Insurance Agency, Llc
  Jacksonville, FL
• 08/2014 → Present
  Lifeplan Financial Services Llc
  Jacksonville, FL
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Jacksonville, FL

Previous Registrations

• 2008-08-11 → 2025-09-05
  Avantax Advisory Services
  Jacksonville, FL
• 2004-04-07 → 2007-03-27
  1St Global Advisors Inc
  Jacksonville, FL

Other Businesses

1) Lifeplan Financial Services LLC~6817 Southpoint Parkway, Suite 2201~Jacksonville~FL~32216~Other~Owner~8/15/2014~40hrs~40hrs~Meet with clients and help clients select the investment products. 2) Southpoint Owner's Association Phase II, INC~6817 Southpoint Parkway~Jacksonville~FL~32216~Board Position/Officer~Other~11/9/2012~1hrs~1hrs~President of association. Conduct annual meetings. Approve the budget and financial statements. 3) SOUTHPOINT OWNER'S ASSOCIATION PHASE II, INC POSITION: President NATURE: Board Position/Officer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/09/2012 ADDRESS: 6817 Southpoint Parkway, Jacksonville FL 32216, United States DESCRIPTION: President of association. Conduct annual meetings. Approve the budget and financial statements. 4) LIFEPLAN FINANCIAL SERVICES LLC POSITION: Owner NATURE: Provide investment products thru Avantax Investment Advisory Services to clients INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/15/2014 ADDRESS: 6817 Southpoint Parkway, Suite 2201, Jacksonville FL 32216, United States DESCRIPTION: Meet with clients and help clients select the investment products. 5) CAMP-FINANCIAL POSITION: owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2017 ADDRESS: 6817 Southpoint Pkwy, Suite 2201, Suite 2201, JACKSONVILLE FL 32216-8200, United States DESCRIPTION: CAMP FINANCIAL 6) BILLFISH PROPERTIES, LLC POSITION: Owner/Sole Proprietor NATURE: Real Estate/Mortgage/Title Services/Appraisal INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/05/2005 ADDRESS: 6817 Southpoint Pkwy, Suite 2201, Suite 2201, JACKSONVILLE FL 32216-8200, United States DESCRIPTION: owns office condo-owner occupied 7)RICHARD CAMP, CPA, PA POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/01/1991 ADDRESS: 6817 Southpoint Pkwy, Suite 2201, Suite 2201, JACKSONVILLE FL 32216-8200, United States DESCRIPTION: Owner/Manager 8) CAMP-FINANCIAL; owner; DBA; NIR; 25; 01/01/2017; 6817 Southpoint Pkwy, Suite 2201 JACKSONVILLE FL 32216-8200; CAMP FINANCIAL

Exams

• S66 Uniform Combined State Law Examination
  2004-03-24

Designations