Advisor at Sikes Financial Services, LLC
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Firm
Sikes Financial Services, LLC
Location
Boca Raton, FL 33432
Credentials
Series 63, Series 66
Industry experience
19 years
Eric Sikes is the principal advisor at Sikes Financial Services, LLC in Boca Raton, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC and MSI Financial Services, Inc. Outside of advisory services, he is involved in business development activities related to his sole proprietorship. Sikes Financial Services provides non-discretionary portfolio management and financial planning to individual clients, emphasizing tailored strategies and client approval for trades. The firm also offers insurance products through an affiliated business and delivers ongoing portfolio monitoring with quarterly reviews.
Based on Sikes Financial Services, LLC
Based on Sikes Financial Services, LLC
Fixed ongoing monthly fee of $50/month per person for financial planning services; initial one-time setup fee of $50 per person.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $750,000: 1.60% $750,001 - $1,000,000: 1.40%
Eric Sikes receives commissions on insurance products sold.
$200 per hour for financial consulting services.
123 Nw 13 Th Street, Suite 214 01
Boca Raton, FL 33432
Florida
Eric Sikes, Sole Proprietor
2019 - Present (7 years)
Sikes Financial Services LLC
2018 - Present (8 years)
Sikes Financial Services LLC
2018 - Present (8 years)
UNEMPLOYED
2017 - 2018 (1 year)
LPL Financial
2016 - 2017 (1 year)
MSI Financial Services, Inc.
2009 - 2016 (7 years)
MSI Financial Services, Inc.
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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