Meet Richard Orvis


Richard C. Orvis, CLU® ChFC® RICP®  
Financial Advisor
Principal Securities Registered Representative
Senior Financial Services Representative
Direct:  918-492-0077 | Email:

Business History

  • Financial Services business established in Tulsa, OK – 1972
  • Registered Representative for Principal Securities Inc – since 1979
  • 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