Were you the victim of former Ameritas Investment Company, LLC broker Allison Terlip (CRD# 5530486)? She was registered with Ameritas Investment Company, LLC in Navarre, Florida, from 2022 to 2023, MML Investors Services, LLC in Pensacola, Florida, from 2019 to 2022, and First Command Financial Planning, Inc. in Mount Laurel, New Jersey, from 2009 to 2019.
Allison Terlip Customer Complaints
She has been the subject of one customer complaint, according to her CRD report:
June 2024. “FINRA Arbitration 24-01377 in which claimants allege deceptive two-part investment strategy which led to the recommendation of unsuitable investments.” The customer is seeking $817,916 in damages, and the case is currently pending. The complaint was regarding equity-indexed annuities, and it took place while she was registered with Ameritas Investment Company, LLC.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Ameritas Investment Company, LLC may be liable for investment or other losses suffered by Allison Terlip’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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