AdFi
BA

Brent Alan Yard

Investment Adviser Representative at SYCAMORE FINANCIAL GROUP

Westfield, INCRD #6654799Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
19 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brent Alan Yard has worked in the securities industry since 2017. They are registered to provide investment advisory services in 19 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 19 states
ArizonaColoradoFloridaGeorgiaHawaiiIllinoisIndianaKansasKentuckyMichiganNebraskaNew MexicoNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginiaWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/12/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 7/14/2017
Series 7
General Securities Representative Examination
Passed 8/31/2019
SIE
Securities Industry Essentials Examination
Passed 8/2/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Sycamore Financial Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SYCAMORE FINANCIAL GROUPCurrent
8/31/2019Westfield, IN
SYCAMORE FINANCIAL GROUPCurrent
7/18/2017Westfield, IN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SYCAMORE FINANCIAL GROUP

3 other advisors in the directory

View SYCAMORE FINANCIAL GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brent Alan Yard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched