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Terry Allison

Sanctuary Securities, Inc.

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About Terry Allison

Terry Allison is a financial advisor with Sanctuary Securities, Inc. Terry has been in the financial industry since August 19, 2001 and has worked at multiple firms including Charles Schwab & Co., Inc. and Fidelity Brokerage Services, Inc. Terry is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative.

Firm Information

Terry Allison is currently registered with Sanctuary Securities, Inc.. Sanctuary Securities, Inc. is a corporation formed on March 7, 1978, and is registered in all 50 states, as well as Puerto Rico and the District of Columbia. The firm has a history of regulatory events, with 19 disclosures related to such events, and has been involved in 9 arbitrations and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Terry Allison’s Registration & Firm History

IN

03/17/2021 - Present

Sanctuary Securities, Inc. (INDIANAPOLIS IN)

IN

10/08/2019 - 04/05/2021

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

CA

01/06/2001 - 12/04/2017

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

RI

05/14/1999 - 08/01/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 05/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/13/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Allison.
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