Amy Sharp (CRD# 2496032) is an Investment Advisor Representative working at Amy T. Sharp, Cfp, LLC in Oceanside, CA and has over 29 years of experience in the finance industry. Amy Sharp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp | Solana Beach, CA | Aug 2016 - Current | 7 |
| Amy T. Sharp, Cfp, LLC | Solana Beach, CA | Jul 2016 - Current | 7 |
| Investacorp Inc. | Miami, FL | Aug 2015 - Aug 2016 | 1 |
| Investacorp Advisory Services | Miami, FL | Aug 2015 - Aug 2016 | 1 |
| Pruco Securities LLC | San Diego, CA | Jul 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
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Total Assets Under Management48MILLIONS
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Total Number of Accounts212ACCOUNTS
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Average Account Value$228,212
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA
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