Richard Orvis Bio..












Richard C. Orvis, CLU® ChFC® RICP®  

Business History

Financial Services business established in Tulsa, OK – 1972
Financial Advisor

Registered Representative for Principal Securities Inc – since 1979
Senior Agent for Principal National and Life Insurance Companies
Instructor for Life Underwriter Training Council (LUTC) Business Insurance Course
Agency Trainer (1984 to 1990)

Education and Accreditation

Graduated University of Oklahoma 1968 with BBA Degree (Double major in Marketing and Economics)
Chartered Life Underwriter (CLU®) designation
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP
Registered Health Underwriter (RHU) designation
Multiple continuing education courses and workshops completed


Professional Organizations

Society of Financial Service Professionals member
National Association of Insurance and Financial Advisors member
Million Dollar Round Table member

National Quality Awards recipient
National Sales Achievement Awards recipient
Many insurance company and broker/dealer awards including Premier Club qualifications


Personal History
Born June 8, 1946, in Tulsa, Oklahoma
Honorable Discharge from U.S. Army 1970 – Service with 9th Infantry Division, Dong Tam, Viet Nam
Married to Beverly Orvis since September 4, 1971
Two children and four grandchildren

Community Activities

Sunrise Rotary Club – Past President
Tulsa Business Club – Past President
Cosmopolitan Civic Club of Tulsa – Past President
Trinity Presbyterian Church - Member