Amy T. Sharp, Cfp, LLC

Amy T. Sharp, Cfp, LLC (CRD# 285405) is a financial advisory firm headquartered in Oceanside, CA. They manage $48,381,000 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
770 Tawny Court, Oceanside, CA 92057
http://www.amysharpfinancial.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $228,212
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Amy T. Sharp, Cfp, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Amy Sharp, financial advisor Oceanside CA
Amy T. Sharp
CRD#: 2496032
770 Tawny Court, Oceanside, CA 92057

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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