Last Updated: April 2026 — Navarre, FL
Here’s what you need to know about Navarre, FL stockbroker Allison Jean Terlip:
- Name: Allison Jean Terlip
- Aliases: Allison Terlip
- Current Employer: Not currently registered with any FINRA-member firm
- Prior Firms:
- Ameritas Investment Company, LLC (Navarre, FL) 07/2022 – 10/2023
- MML Investors Services, LLC (Pensacola, FL) 07/2019 – 05/2022
- First Command Financial Planning, Inc. (Mount Laurel, NJ) 01/2009 – 07/2019
- Other Business Affiliations:
- FullLife Financial (Owner; financial planning)
- Ash Brokerage (IMO; President/CEO role associated with FullLife Financial)
- CRD Number: 5530486
- Stockbroker / Financial Advisor: Yes
- Can Broker be Sued in FINRA: Yes
- Current Customer Dispute Seeks Total Damages of: $817,916
If you’ve sustained damages from Ms. Terlip, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Allison Terlip As Your Stockbroker?
In June 2024, a customer of Ameritas Investment Company filed a FINRA arbitration (Case No. 24-01377) alleging an unsuitable deceptive two-part investment strategy involving equity-indexed annuities that resulted losses of $817,916 in damages. This matter is currently pending.
Allegations of Broker Misconduct Against Allison Jean Terlip
- Unsuitability — recommending equity-indexed annuities that may not align with the client’s financial objectives or risk tolerance may violate FINRA Rule 2111 (Suitability), which requires brokers to have a reasonable basis for recommendations.
Recover Your Investment Losses Now With Rex Securities Law
Investigations of other Ameritas Investment Co. Brokers
If you have suffered investment losses in an account handled by Allison Jean Terlip, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
Firms We Have Pursued On Behalf of Our Clients
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.