Brent Yard, financial advisor Kokomo IN

Brent Yard

CRD Number: 6654799
Current Firm: Sycamore Financial Group

Brent Yard (CRD# 6654799) is an Investment Advisor Representative working at Sycamore Financial Group in Kokomo, IN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Sycamore Financial Group, Inc. Kokomo, IN Jun 2017 - Current 6
Sycamore Financial Group, Inc. Kokomo, IN Jun 2016 - Jun 2017 1
Indiana University Kokomo, IN Aug 2013 - May 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2017
S63 Uniform Securities State Law Examination Jul 2019
Contact Info for Brent A. Yard
Phone Number: 765-455-1554
Registered State(s):
  • FL
  • IL
  • IN
  • NE
  • OH
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    1,908
    ACCOUNTS
  • Average Account Value
    $348,862
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IL, IN, NE, NY, OH, TX, VA

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