TB
Terall D. Blalock
AMERITAS ADVISORY SERVICES
Grants Pass, OR 97526
Some features on this profile are disabled
CRD#: 2088638
TB
Professional summary
Terall Deane Blalock SR, who also goes by Terall Deane Sr Blalock, Terrall Deane Blalock Sr, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Grants Pass, Oregon and AMERITAS INVESTMENT COMPANY, LLC located in Grants Pass, Oregon.
Terall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Terall has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terall Deane Sr Blalock | Terrall Deane Blalock Sr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FINANCIAL AID CENTER FOR LONG TERM CARE; SAME AS BRANCH; NON-INV REL; SELLS EDUCATIONAL VIDEO AND BOOKS ON MEDICAID QUALIFICATION; PARTNER; START DATE=01/1995; HRS/MO=10; TRADING HRS/MO=10; MEDICAID CONSULTING SERVICES * BLALOCK INSURANCE; SAME AS BRANCH; NON-INV REL; P&C INSURANCE; CO-OWNER; START DATE=03/2000; HRS/MO=1; TRADING HRS/MO=1; REVIEW FINANCIAL STATEMENTS AND PARTICIPATE IN MAKING OVERALL BUSINESS DECISIONS * FAITHFUL ENTERPRISES, LLC; SAME AS BRANCH; NON-INV REL; OWNS COMMERCIAL RENTAL PROPERTY AND OPERATES BARGAIN STORAGE; PART OWNER; START DATE=05/2004; HRS/MO=2; TRADING HRS/MO=1; MAKE DECISIONS WHEN MANAGER CALLS WITH PROBLEMS, MAINTAIN PROPERTY * EQUITY INDEXED ANNUITY SALES; SAME AS BRANCH; INV REL; EQUITY INDEXED ANNUITY SALES; AGENT; START DATE=01/2006; HRS/MO=2; TRADING HRS/MO=0; MARKETING AND SALES OF EQUITY INDEXED ANNUITIES BUSINESS * MITCHELL & BLALOCK DIVERSIFIED FINANCIAL SERVICES, INC.; SAME AS BRANCH; INV REL; FINANCIAL INVESTMENTS, FINANCIAL SERVICES, FIXED PRODUCT SALES; CO-OWNER/PRESIDENT/SECRETARY; START DATE=01/2001; HRS/MO=160; TRADING HRS/MO=160; ASSIST CLIENTS AND MARKETING * PAPA TERALL'S BBQ CATERING; SAME AS RESIDENCE; NON-INV REL; BBQ CATERING; OWNER OPERATOR; START DATE=11/2013; HRS/MO=5; TRADING HRS/MO=0; COOK AND SERVE BBQ FOOD FOR MEDIUM TO LARGE EVENTS (25-250 PEOPLE), MAINLY WEEKENDS 1-2 EVENTS PER MONTH * SELLING FACTORED-IN FORCE FIXED ANNUITIES; SAME AS BRANCH; INV REL; THESE ARE FIXED INCOME ANNUITIES THAT WERE USUALLY PART OF A STRUCTURED COURT SETTLEMENT AND THE OWNER DESIRES TO SELL HIS/HER INTEREST IN THE FUTURE PAYMENTS; AGENT; START DATE=10/2010; HRS/MO=5; TRADING HRS/MO=5; OFFER SPECIFIC ANNUITIES TO CLIENTS WHERE APPROPRIATE * Jimmy's Classic Drive In; 515 NE E St, Grants Pass OR 97526; non-inv rel; services burgers, fries, sandwiches and shakes; Owner; start date=10/2019; hrs/mo=15; trading hrs/mo=5; supply orders but manager taking over that responsibility, my wife daily checks banks and books and processes payroll weekly, she's also currently doing scheduling but that will change to the manager doing it
CRS (Client Relationship Summary) - RIA
Click below to view Terall Deane Blalock SR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 531 Ne E St Ste D, Grants Pass, OR 97526RIA
CRD#: 317245
Grants Pass, OR
Current
September 6, 1996 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 531 Ne E St Ste D, Grants Pass, OR 97526BD
CRD#: 14869
GRANTS PASS, OR
Past
July 29, 2008 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
August 24, 1990 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
August 24, 1990 - October 16, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/27/1999)
RR
Florida(9/28/2018)
RR
Hawaii(6/29/2009)
RR
Montana(8/1/2011)
RR
Oregon(9/6/1996)
IAR
Oregon(11/1/2021)
RR
Texas(2/1/2022)
IAR
Texas(2/24/2022)
RR
Washington(4/23/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Grants Pass, OR 97526TRUST BUT VERIFY
Monitor Terall Blalock
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
