<p>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 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.</p>
<p>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.</p>
<p>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.</p>
<p>Mr. Allison's main business is Marian Financial Services, Inc., a registered investment adviser since 2006.</p>
<p>Allison's other business is RIA Rules, LLC where he advises registered investment adviser firms about compliance issues.</p>
