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TA

Terry A. Allman

Some features on this profile are disabled
CRD#: 2183313
TA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terry Alan Allman, who also goes by Terry Alan Allman, was a registered financial professional .

Terry is a previously registered financial professional and started their career in finance in 1991. Terry had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Terry Alan Allman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 3, 2010 - February 28, 2013

OJM GROUP, LLC

RIA
CRD#: 119850
CINCINNATI, OH
Past

June 1, 2009 - September 16, 2009

MORGAN STANLEY

RIA
CRD#: 149777
PURCHASE, NY
Past

June 1, 2009 - September 16, 2009

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NEW YORK, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

July 18, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CINCINNATI, OH
Past

July 17, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
CINCINNATI, OH
Past

January 20, 2006 - June 20, 2006

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
ATLANTA, GA
Past

May 21, 2001 - June 20, 2006

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

November 19, 1992 - July 27, 1994

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
Past

October 10, 1991 - November 13, 1992

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/1/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/18/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OG
OJM GROUP, LLC
OJM GROUP | THE O'DELL GROUP, LLC | OJM INSTITUTIONAL GROUP | OJM GROUP, LLC

CRD#: 119850 / SEC#: 801-68466

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Contact information

Main Address
8044 Montgomery Road Suite 440, Cincinnati, OH 45236
Mailing Address
Phone number
(513) 791-7525
Established
Firm type
Fiscal year end
# of Employees
15

Documents

Latest Form ADV

Part 2 Brochures

OJM GROUP- INTELLIGENT PORTFOLIOS ADV PART 2A (3/20/2025)
OJM GROUP- ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,795
AUM (Assets Under Management)$ 803,278,252

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

OJM GROUP, LLC

CRD#: 119850

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