Pictured: Rick Allison
Richard Mark Allison
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.
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