Broker Check

Financial Planning Institute

FOR IMMEDIATE RELEASE                           CONTACT:           RICHARD CAMP

                                                                                                         904-281-9924

 

 

 

RICHARD CAMP ATTENDS AVANTAX WEALTH MANAGEMENT® ADVANCED
FINANCIAL STRATEGIES CONFERENCE

 

Attendance at Invitation-Only Event Reflects Individual Commitment to Helping
Clients Reach a Brighter Financial Future

 

9/26/2014, Dallas,Texas — RICHARD CAMP, a financial services professional in JACKSONVILLE,FL, recently attended the Financial Planning Institute hosted by HIS broker/dealer, Avantax®. Avantax Wealth Management® is the leading independent broker-dealer empowering holistic tax and wealth management-based financial advice through leading independent advisors across the country.  RICHARD CAMP was selected to attend the conference in Irving, Texas with 33 other advisors, September 22-24.

 

Avantax® Financial Planning Institute is an intensive workshop designed to explore financial topics, resources and repeatable processes that can help close the gap between their clients’ current and future financial situations. Attendees heard tested and true strategies from top Advisors in the industry and participated in interactive share shops to learn from each other. The goal of Financial Planning Institute is to explore new ideas advisors can take away to help clients pursue their personal, financial and family goals.

 

“It was an honor to be asked to attend the Financial Planning Institute at Avantax®, where I had the opportunity to hear from the Avantax® leadership team and several of my peers about best practices related to the successful integration of sound tax and investment advice into one wealth management solution aimed at helping our clients pursue their long-term financial goals,” said RICHARD CAMP. “I was able to see first-hand how these individuals are truly making a difference in their clients’ lives and take to my practice new ideas I can share with my clients, as well.”

 

Roger Ochs, President & CEO of Avantax®, said, “We were pleased to host RICHARD CAMP at our 2014 Financial Planning Institute at our home office. Each of the advisors we selected to attend share a disciplined commitment to providing their clients with top of the line service and understand the importance of providing holistic financial advice that encompasses both tax and wealth management solutions. They have all shown enormous initiative in continuing to develop themselves professionally, learn from others in our industry and share their own experiences to work toward a common goal.”

 



RICHARD CAMP has been an Advisor with Avantax® since 3/27/2007. He has an office in Jacksonville Florida, since 1990. RICHARD CAMP graduated from University of Tennessee with Bachelor of Science degree in 1967, University of North Florida with degrees in Accounting in 1978 and a Masters in Business Administration in 1981. He also received the AEP designation in 1996. He also completed the Series 7 designation, Series 66 designation, and the Health, Life and Annuity designation in 2006.  He also received the PFS designation from the AICPA in 2010. 

 

RICHARD CAMP serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, stocks, bonds, mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multigenerational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.

 

About Avantax Wealth Management®

Avantax Wealth Management® is a leading, privately-owned independent broker/dealer empowering the delivery of holistic and objective financial advice through a network of Advisors whose roots began and continue as tax professionals. Avantax® provides tailored training, practice management support, turnkey asset management solutions and comprehensive technology platforms to nearly 5,000 trusted independent Advisors across all 50 states, as well as facilitating opportunities to share best practices and obtain peer group mentoring. The firm is ranked number 20 in Financial Planning magazine’s 2013 list of top independent broker/dealers across the nation. Avantax Wealth Management® is headquartered in the Greater Dallas area, and is wholly-owned by Avantax Wealth Management®. For additional information, please visit www.avantax.com.

 

 

Avantax Wealth Management® is the holding company for the group of companies
providing financial services under the Avantax® name.
Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC

 

Investment advisory services offered through Avantax Advisory ServicesSM

Insurance services offered through an Avantax affiliated insurance agency.

3200 Olympus Blvd.,Suite 100,Dallas,TX 75019. (972) 870-6000