Allison Terlip: $817K Complaint Against Ex-Ameritas Advisor

Former Navarre, Florida financial advisor Allison Terlip (CRD# 5530486) allegedly recommended unsuitable investments, according to a recent investor complaint. Financial Industry Regulatory Authority records show that while she is not currently registered as a broker, she was formerly registered with Ameritas Investment Company.

Ms. Terlip’s BrokerCheck report discloses one investor complaint. Filed in June 2024, it alleges that as a representative of Ameritas Investment Company, she employed a “deceptive two-part investment strategy which led to the recommendation of unsuitable investments” in equity-indexed annuities. The pending complaint alleges damages of $817,916.

A second disclosure on her BrokerCheck report concerns a criminal charge against her. Filed in March 2023, it states that she was charged in the Circuit Court for Santa Rosa County, Florida with one felony count of aggravated assault by threat of a deadly weapon. She pleaded no contest to the charge, according to the disclosure, which states that the status of the proceeding remains pending.

According to the Financial Industry Regulatory Authority, Allison Terlip holds 14 years of securities industry experience. Formerly based in Navarre, Florida, she was last registered as a broker with Ameritas Investment Company from 2022 until 2023. Her past registrations include MML Investors Services (Pensacola, Florida; 2019-2022) and First Command Financial Planning (Mount Laurel, New Jersey; 2009-2019). Her credentials include the passage of four securities industry qualifying exams: the Investment Company Products/Variable Contracts Principal Examination, or Series 26; the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the Securities Industry Essentials Examination, or SIE; and the Uniform Investment Adviser Law Examination, or Series 65. She is not currently licensed with any state or broker-dealer firm. (Information current as of August 19, 2024.)

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