Amy T. Sharp
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy Therese Sharp's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
February 7, 2017 - Present
AMY T. SHARP, CFP, LLC
Office #1: 770 Tawny Court, Oceanside, CA 92057February 27, 2017 - May 5, 2017
CS PLANNING CORP
August 17, 2016 - February 7, 2017
CS PLANNING CORP
August 6, 2015 - August 25, 2016
INVESTACORP ADVISORY SERVICES INC
August 4, 2015 - August 25, 2016
INVESTACORP, INC.
January 4, 2013 - June 15, 2015
PRUCO SECURITIES, LLC.
August 6, 2012 - June 15, 2015
PRUCO SECURITIES, LLC.
April 26, 2011 - July 13, 2012
USAA FINANCIAL PLANNING SERVICES
April 26, 2011 - July 13, 2012
USAA FINANCIAL ADVISORS, INC.
April 15, 2010 - March 17, 2011
MSI FINANCIAL SERVICES, INC.
June 17, 2008 - April 13, 2010
MSI FINANCIAL SERVICES, INC.
June 12, 2007 - March 17, 2011
MSI FINANCIAL SERVICES, INC.
October 23, 2003 - May 8, 2007
FARMERS FINANCIAL SOLUTIONS, LLC
January 16, 2003 - September 15, 2003
LPL FINANCIAL LLC
August 20, 2001 - January 10, 2003
DAVIS DISTRIBUTORS, LLC
December 15, 1999 - August 27, 2001
PIM FINANCIAL SERVICES, INC.
February 1, 1999 - December 20, 1999
BIRCHTREE FINANCIAL SERVICES LLC
March 9, 1998 - February 2, 1999
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 28, 1997 - March 6, 1998
PIM FINANCIAL SERVICES, INC.
May 16, 1995 - February 28, 1997
BANC ONE SECURITIES CORPORATION
August 1, 1994 - November 28, 1994
PIM FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2017)
Exams
Current Firm
AMY T. SHARP, CFP, LLC
CRD#: 285405 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 222 |
| AUM (Assets Under Management) | $ 57,764,000 |
Red Flags
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Company Information
AMY T. SHARP, CFP, LLC
CRD#: 285405Oceanside, CA 92057TRUST BUT VERIFY
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