Mark D. Sharp

MARK SHARP RETIREMENT

Beaverton, OR

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CRD#: 4975830

Professional summary

Mark Dwayn Sharp, CFP® is a registered financial advisor currently at MARK SHARP RETIREMENT located in Beaverton, Oregon.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mark Sharp is an independent licensed tax consultant of Mark Sharp Retirement. This activity accounts for approximately 1% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Dwayn 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: 2018

Experience

Current

February 14, 2019 - Present

MARK SHARP RETIREMENT

RIA

CRD#: 285773

Beaverton, OR

Past

March 31, 2017 - February 14, 2019

MARK SHARP RETIREMENT

RIA

CRD#: 285773

Beaverton, OR

Past

May 4, 2009 - November 30, 2009

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

FRESNO, CA

Past

April 28, 2009 - November 30, 2009

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

April 18, 2007 - May 7, 2007

PARK AVENUE SECURITIES LLC

CRD#: 46173

PASADENA, CA

Past

August 10, 2006 - October 10, 2006

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

LOS ANGELES, 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

Oregon
(2/14/2019)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/18/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/29/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/9/2006

General Securities Representative Examination

Current Firm

MARK SHARP RETIREMENT

FINANCIAL PLANNING DONE RIGHT | SHARP, MARK D. | MARK SHARP RETIREMENT, LLC | MARK SHARP RETIREMENT | FINANCIAL PLANNING DONE RIGHT, LLC

CRD#: 285773 / SEC#:

Oregon

Registered Investment Advisory firm - (3/31/2017 Approved)

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Contact information

Main Address

Beaverton, OR

Mailing Address

818 Sw Third Avenue #221-1228, Portland, OR 97204-2405

Phone number

(800) 622-1045

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 5,000,000

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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Mark D. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Dwayn Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARK SHARP RETIREMENT

MARK SHARP RETIREMENT

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

PARK AVENUE SECURITIES LLC

1717 CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2016

Series 66

Date: 8/29/2006

Series 7

Date: 8/9/2006

Current Firm

MARK SHARP RETIREMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARK SHARP RETIREMENT

TRUST BUT VERIFY

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