Haselkorn & Thibaut, P.A., operating as Investment Fraud Lawyers, has officially opened an investigation into Allison Jean Terlip (CRD #5530486), a former stockbroker of Ameritas Investment Company, LLC in Navarre, FL. If you invested with Ms. Terlip and sustained losses, our attorneys encourage you to contact us for a complimentary, confidential case review. Experience shows that early action often improves your opportunities to recover lost funds.
Our firm leverages former Wall Street defense experience, insider knowledge, and a 98% success rate across hundreds of cases to fight for individual investors. With over 95 years of combined securities law experience and more than $520 million in securities cases handled, we have the skill and resources to advocate on your behalf. We operate on a “No recovery, no fee” basis, so you pay nothing unless we achieve a successful outcome for you. Call 1-888-885-7162 today for your free consultation.
Who Is Allison Jean Terlip?
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Allison Jean Terlip, also known as Allison Terlip, most recently worked for Ameritas Investment Company, LLC from July 2022 to October 2023 in Navarre, FL. She has additional experience at:
- MML Investors Services, LLC (Pensacola, FL, 07/2019 – 05/2022)
- First Command Financial Planning, Inc. (Mount Laurel, NJ, 01/2009 – 07/2019)
Ms. Terlip is not currently registered with any FINRA-member firm and reports business affiliations as owner of FullLife Financial and a president/CEO role linked to Ash Brokerage. She is registered in the FINRA BrokerCheck system under CRD #5530486.
Red Flags: Pending Customer Dispute & Allegations
The most significant red flag for Allison Jean Terlip in Navarre, FL involves a pending customer dispute filed in June 2024. The arbitration (Case No. 24-01377) alleges that while employed at Ameritas Investment Company, Ms. Terlip recommended an unsuitable and deceptive two-part investment strategy involving equity-indexed annuities. According to the claim, this advice led to investment losses of $817,916. The case is currently under review.
Key Allegations Include:
- Unsuitability: Recommending equity-indexed annuities that may not have matched the investor’s risk tolerance or overall financial goals. This could violate FINRA Rule 2111 (Suitability), which requires that brokers only recommend investments suitable to each client’s circumstances.
- Potential Deceptive Conduct: The claim further alleges that the strategy may have concealed risks or failed to provide full disclosures, impacting the investor’s ability to make informed decisions.
It is essential to carefully review your investments if Allison Terlip managed your portfolio while at Ameritas Investment Company. Unsuitable or deceptive sales practices can often go unnoticed until significant losses arise.
Complaint and Regulatory Disclosure Summary
We always recommend verifying advisor backgrounds and complaint histories before making or retaining investment decisions. For Allison Jean Terlip, public sources as of April 2026 show:
| Category | Details |
|---|---|
| Customer Complaints | None disclosed on BrokerCheck |
| Arbitration Awards | None disclosed |
| Regulatory Actions (FINRA, State, SEC) | None disclosed on BrokerCheck; no SEC enforcement orders found |
| Civil Litigation | No public filings or lawsuits identified in PACER or state courts |
| Criminal Disclosures | None disclosed |
While there are currently no finalized findings or sanctions against Ms. Terlip in public records, it is important to note:
- Lack of complaints or disclosures does not guarantee an absence of misconduct; regulatory actions or undisclosed customer claims can exist.
- New complaints or investigations may surface, particularly in light of the ongoing FINRA arbitration concerning unsuitable annuity recommendations.
Understanding Allegations of Unsuitable Investments
Suitability violations are among the most common and damaging forms of broker misconduct. In the case of Allison Jean Terlip at Ameritas Investment Company, LLC in Navarre, FL, the allegation centers on recommending investments, specifically equity-indexed annuities, that did not fit the client’s financial objectives or risk profile.
If a broker fails to understand or honestly advise on suitability, it can expose clients to excessive risk, illiquidity, or losses that could have been avoided with proper guidance. In our experience, claims of unsuitable and deceptive strategies often warrant both regulatory investigation and pursuit of recovery options for investors.
How to Check an Advisor’s Regulatory Record
We advise all investors to perform routine due diligence on brokers and financial advisors. To review the history of Allison Jean Terlip (CRD #5530486):
- Visit FINRA BrokerCheck
- Search for Allison Jean Terlip or enter CRD number 5530486
- Review the Disclosures, Employment History, and Regulatory Actions sections to confirm current and past status
If anything is unclear or you notice discrepancies, contact a qualified securities attorney to help interpret the findings and protect your rights.
What Should You Do If You Lost Money with Allison Jean Terlip?
If you invested with Allison Jean Terlip, especially during her tenure at Ameritas Investment Company, LLC in Navarre, FL, and have suffered losses, you may have a right to recover your investment funds. Our team uses insider knowledge gained from defending Wall Street firms to pursue claims through FINRA arbitration and other channels.
- Track your loss timeline: Gather account statements, trade confirmations, and correspondence from Ameritas or other prior firms.
- Document suspected misconduct: Any evidence of unsuitable recommendations, misrepresented risks, or deceptive strategies will strengthen your claim for recovery.
- Act quickly: Many claims have short statutes of limitations; delays can threaten your ability to recover lost funds.
Contact Us for a Free Case Review
Do not hesitate to take the first step toward recovering your losses. At our firm, you will receive:
- Complimentary and confidential consultation with no obligation and no upfront fees
- Representation by a team recognized among the Top 2% of securities law firms nationwide (Martindale-Hubbell AV Preeminent, Super Lawyers designation)
- Guidance from attorneys with a 98% success rate on hundreds of investor claims
- Service on a strict No recovery, no fee basis
Our priority is to protect your financial future, restore your confidence, and fight for every dollar you deserve. Call us now at 1-888-885-7162 or submit an inquiry to schedule your complimentary case review. If you have questions about your experience with Allison Jean Terlip, Ameritas Investment Company, LLC, or believe you may have a recovery claim, reach out today and let our experience work for you.
