Meet Richard Orvis
Richard C. Orvis, CLU® ChFC® RICP®
Financial Advisor
Principal Securities Registered Representative
Senior Financial Services Representative
Direct: 918-492-0077 | Email: rich@orvisandwadkins.com
Business History
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Financial Services business established in Tulsa, OK – 1972
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Registered Representative for Principal Securities Inc – since 1979
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Instructor for Life Underwriter Training Council (LUTC) Business Insurance Course Agency Trainer (1984 to 1990)
Education and Accreditation
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Graduated University of Oklahoma 1968 with BBA Degree (Double major in Marketing and Economics)
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Chartered Life Underwriter (CLU®) designation
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Chartered Financial Consultant (ChFC®)
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Retirement Income Certified Professional (RICP®)
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Registered Health Underwriter (RHU) designation
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Multiple continuing education courses and workshops completed
Professional Organizations
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Society of Financial Service Professionals member
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National Association of Insurance and Financial Advisors member
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Million Dollar Round Table member
Awards
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National Quality Awards recipient
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National Sales Achievement Awards recipient
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Many insurance company and broker/dealer awards including Premier Club qualifications
Personal History
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Born June 8, 1946, in Tulsa, Oklahoma
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Honorable Discharge from U.S. Army 1970 – Service with 9th Infantry Division, Dong Tam, Viet Nam
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Married to Beverly Orvis since September 4, 1971
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Two children and four grandchildren
Community Activities
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Sunrise Rotary Club – Past President
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Tulsa Business Club – Past President
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Cosmopolitan Civic Club of Tulsa – Past President