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Richard Allison

CFP®, CASL®, RFC®, CMFC®
Personal Finance, Retirement, Investing
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“Richard Johnson, President of Marian Financial Services, believes his clients must understand the revenue generating business model that benefits banks, insurance companies, and Wall Street firms at the people's expense.”
Firm:

Marian Financial Services, Inc.

Job Title:

President, Portfolio Manager

Biography:

Richard Johnson is an Investment Adviser Representative working at Marian Financial Services Inc. in Jacksonville, FL and has over 30 years of experience in the finance industry. 

Richard Allison Johnson is a 30 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 Financial Planning firm and also a Registered Investment Adviser. Both firms share offices at 12724 Gran Bay Parkway West, Suite 410, Jacksonville, Florida 32258. 

Richard currently holds four (4) professional designations: Chartered Advisor for Senior Living®, Certified Financial Planner®, Chartered Mutual Fund Counselor® and Registered Financial Consultant®. In addition, 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. 

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

Richard is the author of,  'Meet Wally Street. The Reason You're Stupid.' 1st and 2nd editions available at most ebook retailers.

Education:

Bachelor of Arts, University of Arkansas-Little Rock

Assets Under Management:

$6 million

Fee Structure:

Flat fee retainers and assets under management.

CRD Number:

1813496

Insurance License:

#Florida A133091

Disclaimer:

Registered Investment Adviser disclosures for Marian Financial Services, Inc. is available on our web site at www.marianfs.com.

Registered Investment Adviser disclosures for First Coast Planning, LLC is available on our web site at www.firstcoastplanning.com.

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    Investing, IRAs, International / Global
Is this a sound investment, or one that should be avoided?
100% of people found this answer helpful

First of all, this is not your friend. Second of all, you need to call the state securities regulator in your state and turn them in TODAY!!!. They could have already scammed several people out of millions of dollars and this needs to be stopped right now. It is highly likely to be a Ponzi scheme.

Advice for you is to live by these rules. Never buy anything that is not publicly traded and never buy anything that is not liquid. If the investment is not publicly traded then a red flag should immediately go up. Your investments must be in publicly traded investments only. 

Never invest in something illiquid like "90-day perpetual note". Are you serious? This is the biggest bunch of hooey. They are crooks. Report them to authorities.

Your money should always be liquid, meaning that you should be able to get your money through a reputable firm like Fidelity, Schwab, TD Ameritrade in as little as two business days. Anything else and you are likely talking to an unscrupulous advisor, if not a Ponzi schemer.

November 2018
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Can I withdraw from my IRA without a penalty?
100% of people found this answer helpful
November 2018
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Should I increase my traditional 401(k) contribution to be more tax-advantaged or open a new traditional or Roth IRA?
100% of people found this answer helpful
May 2019
    Taxes, Insurance, Life Insurance
When canceling whole life insurance, how much tax is usually imposed, and how it is calculated?
100% of people found this answer helpful
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How should a 22-year-old invest an inheritance of $210,000 and inherited Roth IRA of $375,000?
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