RC
Richard N. Camp
CETERA INVESTMENT ADVISERS LLC
Jacksonville, FL 32216
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CRD#: 4593252
RC
Professional summary
Richard N Camp is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Jacksonville, Florida and CETERA WEALTH SERVICES, LLC located in Jacksonville, Florida.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Richard has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view Richard N Camp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 8, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 6817 Southpoint Parkway Suite 2201, Jacksonville, FL 32216RIA
CRD#: 105644
Jacksonville, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 6817 Southpoint Parkway Suite 2201, Jacksonville, FL 32216BD
CRD#: 13572
JACKSONVILLE, FL
Past
August 11, 2008 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
JACKSONVILLE, FL
Past
March 14, 2007 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
JACKSONVILLE, FL
Past
April 7, 2004 - March 27, 2007
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
JACKSONVILLE, FL
Past
December 2, 2003 - March 27, 2007
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
JACKSONVILLE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(8/8/2025)
RR
Florida(9/5/2025)
RR
Illinois(9/5/2025)
RR
North Carolina(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Jacksonville, FL 32216TRUST BUT VERIFY
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