National investment loss lawyers KlaymanToskes is investigating broker Allison Terlip of Ameritas Investment Company (CRD #5530486).
According to FINRA BrokerCheck, broker Allison Terlip is currently facing an investor complaint alleging she engaged in a deceptive two-part investment strategy and recommended unsuitable investments in equity-indexed annuities, with the investor alleging damages of $817,916.
Investors that suffered losses with broker Allison Terlip are encouraged to contact attorney Lawrence L. Klayman, Esq., at 888-997-9956 or by email at investigations@klaymantoskes.com to discuss recovery options. We do not collect attorney’s fees unless we are able to obtain a financial recovery for you.
Allison Terlip, a former financial advisor in Navarre, Florida, is facing an investor complaint alleging that, while working for Ameritas Investment Company, she used a “deceptive two-part investment strategy” that led to recommendations for equity-indexed annuities that were not suitable. The complaint alleges that this caused the investor damages of $817,916.
Terlip’s BrokerCheck report also shows a criminal charge. In March 2023, 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 did not contest the charge. The report notes that the case is still pending. Terlip has 14 years of experience in the securities industry. She has worked for MML Investors Services and First Command Financial Planning in the past.
As an investor, there are a few signs that you should look out for if you believe you may have a claim against broker Allison Terlip. These signs could potentially indicate misconduct, negligence, or investment fraud. Investors are encourage to contact our firm immediately if you have experienced any of the following:
Some investors have close relationships with their brokers due to the time and trust built over the course of their investment relationship. However, it is crucial to remember that financial decisions should be based on careful analysis and due diligence rather than solely relying on personal relationships.
Engaging the services of an experienced securities attorney to evaluate your specific circumstances is strongly advised. At KlaymanToskes, our team of experienced securities attorneys has a deep understanding of this complex area of law, allowing us to provide invaluable insight and tailored guidance that directly addresses your individual needs.
If you suffered losses with broker Allison Terlip, or have concerns regarding your investment portfolio at Ameritas Investment Company, contact KlaymanToskes at 888-997-9956 or fill out a short contact form for a free and confidential consultation.