Brenda Yard is a registered investment advisor, based in Charlotte, NC, with 27 years of industry experience.
Location
214 N Tryon St, Fl 32, Charlotte, NC, 28202
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
February 2021 - June 2021 · 4 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2005 - January 2018 · 12 yrs 9 mos
Bb&t Investment Services, INC.Broker
May 1999 - January 2018 · 18 yrs 8 mos
First Union Brokerage Services, INC.Broker
April 1998 - May 1999 · 1 yr 1 mo
State Registrations2 states
NCSC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.