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Alishia Marie Terrill

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

300 Washington Avenue, Suite 250, Grand Haven, MI, 49417

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alishia is the president of AMT Enterprises, selling various insurance products, dedicating full-time hours to this role. She is also involved in Terrill Financial Group, Aloette Cosmetics, and GPT Enterprises, LLC, dedicating about 10-20% of her time, minimal time, and a few hours per week, respectively.

Employment History
Current Registrations
On Investment Management CO
May 2018 - Present · 7 yrs 9 mos
The O.N. Equity Sales CompanyBroker
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Qa3 Financial CORP.Broker
April 2010 - June 2010 · 2 mos
The O.N. Equity Sales CompanyBroker
July 2000 - April 2010 · 9 yrs 9 mos
The O.N. Equity Sales CompanyBroker
March 2000 - April 2000 · 1 mo
State Registrations17 states
AZCACOFLILINMIMSNCNMOKPASCSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alishia Marie Terrill - Financial Advisor | TrueAdvisor