Eric Sikes, financial advisor Boca Raton FL

Eric Sikes

CRD Number: 2377340
Current Firm: Sikes Financial Services, LLC

Eric Sikes (CRD# 2377340) is an Investment Advisor Representative working at Sikes Financial Services, LLC in Boca Raton, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Eric Sikes, Sole Proprietor Boca Raton, FL Jul 2019 - Current 4
Sikes Financial Services LLC Boca Raton, FL Aug 2018 - Current 5
Sikes Financial Services LLC Boca Raton, FL Apr 2018 - Current 5
Unemployed Boca Raton, FL Nov 2017 - Mar 2018 < 1
Lpl Financial LLC West Palm Beach, FL Oct 2016 - Oct 2017 1
Msi Financial Services, Inc. West Palm Beach, FL May 2009 - Sep 2016 7
Msi Financial Services, Inc. West Palm Beach, FL Feb 2009 - Sep 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination May 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric Sikes
Phone Number: (561) 529-9191
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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