Amy T. Sharp

AMY T. SHARP, CFP

Oceanside, CA 92057

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CRD#: 2496032

Professional summary

Amy Therese Sharp, CFP®, who also goes by Amy Therese Redifer, Amy Therese Redifer, Amy T. Sharp, Amy Therese Wiles, is a registered financial advisor currently at AMY T. SHARP, CFP, LLC located in Oceanside, California.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Amy has worked at 15 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Therese Redifer | Amy Therese Redifer | Amy T. Sharp | Amy Therese Wiles

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.

1) OWNER OF RENTAL PROPERTY, INVESTMENT RELATED, CONDUCTED FROM 9840 N WESTERN FORK TRL, TUCSON, AZ 8572. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS RENTAL PROPERTY, MY POSITION IN THE ORGANIZATION IS OWNER OF PROPERTY. RENTAL PROPERTY INCOME BEGAN IN 8/2007, 0 HOURS ARE DEVOTED TO THIS BUSINESS PER WEEK AND 0 HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 2) FIXED INSURANCE SALES, INVESTMENT RELATED, CONDUCTED FROM 440 STEVENS AVENUE, SUITE 200, SOLANA BEACH, CA 92075. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS FIXED INSURANCE SALES, MY POSITION IN THE ORGANIZATION IS AGENT. JULY 2015 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 5 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 0 OF HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 4) MEDICARE SUPPLEMENT/ADVANTAGE SALES, NON-INVESTMENT RELATED, CONDUCTED FROM 440 STEVENS AVENUE, SUITE 200, SOLANA BEACH, CA 92075. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS MEDICARE SUPPLEMENT/ADVANTAGE SALES, MY POSITION IN THE ORGANIZATION IS AGENT, THE DUTIES OF THIS POSITION ARE AGENT FOR SALES OF MEDICARE SUPPLEMENTS AND ADVANTAGE PLANS. OCT 2015 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 1.5 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 5 HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 5) FAMILY CHOCOLATE BUSINESS, AMY'S BEST SUGER-FREE CONFECTIONS, NON-INVESTMENT RELATED, CONDUCTED FROM 440 STEVENS AVE, SUITE 200, SOLANA BEACH, CA 92075. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS CHOCOLATE AND SWEETENER PRODUCTION, MY POSITION IN THE ORGANIZATION IS CO-OWNER. 02/2016 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 10 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 0 HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Therese Sharp'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 7, 2017 - Present

AMY T. SHARP, CFP, LLC

Office #1: 770 Tawny Court, Oceanside, CA 92057

RIA

CRD#: 285405

Oceanside, CA

Past

February 27, 2017 - May 5, 2017

CS PLANNING CORP

RIA

CRD#: 149937

SOLANA BEACH, CA

Past

August 17, 2016 - February 7, 2017

CS PLANNING CORP

RIA

CRD#: 149937

Solana Beach, CA

Past

August 6, 2015 - August 25, 2016

INVESTACORP ADVISORY SERVICES INC

CRD#: 16999

CHICAGO, IL

Past

August 1, 1994 - November 28, 1994

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(2/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

General Securities Principal Examination

Current Firm

AMY T. SHARP, CFP, LLC

AMY T. SHARP, CFP, LLC | SHARP, AMY T.

CRD#: 285405 / SEC#:

California

Registered Investment Advisory firm - (2/7/2017 Approved)

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Contact information

Main Address

770 Tawny Court, Oceanside, CA 92057

Mailing Address

Phone number

(760) 201-3020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	222
AUM (Assets Under Management)	$ 57,764,000

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.

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Firm Stability Insights

Amy T. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Therese Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS PLANNING CORP

CS PLANNING CORP

INVESTACORP ADVISORY SERVICES INC

INVESTACORP, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

LPL FINANCIAL LLC

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BIRCHTREE FINANCIAL SERVICES LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

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BANC ONE SECURITIES CORPORATION

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State Registrations and Notice Filings

Exams

Series 63

Date: 8/19/1994

SIE

Date: 8/25/2016

Series 7

Date: 1/16/1996

Series 6

Date: 7/29/1994

Series 51

Date: 8/21/2012

Series 24

Date: 11/14/1996

Current Firm

AMY T. SHARP, CFP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMY T. SHARP, CFP, LLC

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