Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Alan Yard is a financial advisor at Sycamore Financial Group. Brent is registered in 27 states and holds several securities licenses, including Series 7, Series 63, and Series 65. Brent is a Certified Financial Planner and has been in the financial services industry since 2017. Brent has a strong focus on working with individuals and families and provides financial planning and portfolio management services. Brent has experience working with a variety of clients, including high-net-worth individuals, families, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IN
11/18/2019 - Present
Sycamore Financial Group (KOKOMO IN)
BC
Issued 07/12/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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