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Richard Allison
Richard M. Allison resides in the Northeast Florida area. He is originally from Little Rock, Arkansas where he graduated from the University of Arkansas at Little Rock with a BA in Criminal Justice...voir plusRichard M. Allison resides in the Northeast Florida area. He is originally from Little Rock, Arkansas where he graduated from the University of Arkansas at Little Rock with a BA in Criminal Justice and a Personal Finance Minor. Rick is a Chartered Advisor for Senior Living®, a Chartered Mutual Fund Counselor® and has been a Certified Financial Planner® since 1992.
His professional experience spans over 33 years and includes roles as a Chief Compliance Officer, Charles Schwab Branch Manager II, Investment Adviser Representative and Insurance Agent.
Richard is the author of five books, four of them under the name of Richard Allison Johnson. Designing an Investment Portfolio for American Patriots® is the culmination of his experiences advising clients over his career.
Mr. Allison's main business is Marian Financial Services, Inc., a registered investment adviser since 2006.
Allison's other business is RIA Rules, LLC where he advises registered investment adviser firms about compliance issues.voir moins