About Us

  • Meet Wally Street
  • Rick Allison

Pictured: Rick Allison

Richard Mark Allison

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Richard Mark Allison is a 31 plus year veteran of the financial services industry. He currently is a partner in the Registered Investment Adviser firm Marian Financial Services, Inc. In addition, he owns First Coast Planning, LLC which is a Registered Investment Adviser. Both firms share offices at 12724 Gran Parkway West, Suite 410, Jacksonville, Florida 32258.

Mr. Allison has a Bachelor of Arts in Criminal Justice from the University of Arkansas-Little Rock. In addition, he currently holds four (4) professional designations: Chartered Advisor for Senior Living®, Certified Financial Planner®, Chartered Mutual Fund Counselor® and Registered Financial Consultant®. Further still, he holds both insurance and real estate licenses. He formerly held the Series 7, 9, 10, 24 and currently holds the Series 63 and 65 licenses.

Mr. Allison is a former NYSE Branch Manager for a major brokerage firm. In addition, he is also a former Registered Principal for independent brokerage firms.

  • Meet Wally Street is a must have book for every investor doing their financial services business with banks, insurance companies and Wall Street firms.

  • You must understand the revenue generating business model that benefits banks, insurance companies and Wall Street firms at your expense.

The Villains

Look out for these guys. They want to take your money away from you.