Unclaimed Profile

Anita Lynn Faulkner

SYCAMORE FINANCIAL GROUP, INC.·KOKOMO, Indiana

SIE, Series 7, Series 24, Series 63, Series 72, Series 99TOClean record27 years registeredSYCAMORE FINANCIAL GROUP, INC.

2713 ROCKFORD LANE, KOKOMO, IN 46902CRD# 1575683Firm CRD# 14143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anita Lynn Faulkner · KOKOMO, IN

Registration

CRD #1575683 · SYCAMORE FINANCIAL GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYCAMORE FINANCIAL GROUP, INC.

SYCAMORE FINANCIAL GROUP

Dec 1998 – Jan 2020

KOKOMO, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 72

Series 99TO

Registration record

First registered · December 16, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYCAMORE FINANCIAL GROUP, INC.

CRD 14143 · SEC 801-62788

AUM

$666M

Regulatory assets under management

Employees

1,908 client accounts

Services offered by SYCAMORE FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SYCAMORE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Anita Lynn Faulkner offer?

Anita Lynn Faulkner specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Anita Lynn Faulkner's credentials?

Anita Lynn Faulkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anita Lynn Faulkner located?

Anita Lynn Faulkner is based in KOKOMO, Indiana, last registered with SYCAMORE FINANCIAL GROUP, INC..

How does Anita Lynn Faulkner charge for services?

Anita Lynn Faulkner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYCAMORE FINANCIAL GROUP, INC.?

SYCAMORE FINANCIAL GROUP, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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