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AS

Alissa L. Sharp

FRANKLIN DISTRIBUTORS
San Mateo, CA 94403-1906
Some features on this profile are disabled
CRD#: 5852841
AS

Professional summary


Alissa L Sharp, who also goes by Alissa L Sharp, Alissa Sharp, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in San Mateo, California.

Alissa is registered as a RR (Registered Representative) and started their career in finance in 2011. Alissa has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alissa L Sharp | Alissa Sharp

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alissa L Sharp's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 9, 2023 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: One Franklin Parkway, San Mateo, CA 94403-1906
BD
CRD#: 109064
San Mateo, CA
Past

January 5, 2023 - July 27, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

May 12, 2021 - December 31, 2022

DISTRIBUTION SERVICES, LLC

BD
CRD#: 25938
PORTLAND, ME
Past

May 30, 2018 - April 8, 2021

PACER FINANCIAL, INC.

BD
CRD#: 137040
MALVERN, PA
Past

May 21, 2015 - April 3, 2018

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL
Past

July 30, 2014 - November 20, 2015

JANUS HENDERSON INVESTORS

RIA
CRD#: 107300
CHICAGO, IL
Past

July 12, 2013 - May 8, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
CHICAGO, IL
Past

December 9, 2011 - June 25, 2013

FIRST TRUST ADVISORS LP

RIA
CRD#: 107027
WHEATON, IL
Past

December 9, 2011 - June 25, 2013

FIRST TRUST PORTFOLIOS L.P.

BD
CRD#: 28519
WHEATON, IL
Past

October 26, 2011 - November 2, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
CLAREDON HILLS, IL
Past

June 20, 2011 - November 2, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
CLAREDON HILLS, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/9/2023)
RR
Connecticut
(1/17/2024)
RR
Florida
(8/9/2023)
RR
Hawaii
(8/9/2023)
RR
Massachusetts
(1/17/2024)
RR
New York
(1/17/2024)
RR
Oregon
(8/9/2023)
RR
Washington
(8/9/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FD
FRANKLIN DISTRIBUTORS, LLC
FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
One Franklin Parkway, San Mateo, CA 94403
Mailing Address
1201 Wills Street, Baltimore, MD 21231
Phone number
(800) 632-2350
Established
Delaware since 12/01/2000
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER2303713
GAMBA, DANIEL ERNESTOCHIEF EXECUTIVE OFFICER4594704
MASOM, JEFFREY SCOTTPRESIDENT-DIRECTOR2870966
PATERSON, DAVIDCHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL7001546

Disclosures


Regulatory Event1

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.

Company Information


FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064San Mateo, CA 94403-1906

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