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Alissa Sharp

Franklin Distributors, LLC

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About Alissa Sharp

Alissa Sharp is a financial advisor with over 12 years of experience in the industry. Alissa is currently registered with Franklin Distributors, LLC and holds Series 7 and 66 licenses as well as the SIE exam. Alissa has previously been employed by Foreside Fund Services, LLC, UMB Distribution Services, LLC, Pacer Financial, Inc., DWS Distributors, Inc., First Trust Portfolios L.P., and LPL Financial LLC. Alissa has been registered in 10 states including Alaska, California, Connecticut, Florida, Hawaii, Massachusetts, New York, Oregon, Texas, and Washington.

Firm Information

Alissa Sharp is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Alissa Sharp’s Registration & Firm History

CA

08/09/2023 - Present

Franklin Distributors, LLC (San Mateo CA)

ME

01/05/2023 - 07/27/2023

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

WI

05/12/2021 - 12/31/2022

UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)

PA

05/30/2018 - 04/08/2021

PACER FINANCIAL, INC. (MALVERN PA)

IL

05/21/2015 - 04/03/2018

DWS DISTRIBUTORS, INC. (CHICAGO IL)

IL

07/12/2013 - 05/08/2015

FORESIDE FUND SERVICES, LLC (CHICAGO IL)

IL

12/09/2011 - 06/25/2013

FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)

IL

06/20/2011 - 11/02/2011

LPL FINANCIAL LLC (CLAREDON HILLS IL)

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Licenses & Designations

BOTH

Issued 07/25/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alissa Sharp.
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