Sykes Financial Services

Sykes Financial Services (CRD# 155354) is a financial advisory firm headquartered in , . They manage $27,070,694 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://sykesfinancial.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $179,276
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Sykes Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Russell Sykes, financial advisor Lake Oswego OR
Russell G. Sykes
CRD#: 1370085
Lake Oswego, OR
93
Wealthminder
score

Russell Sykes (CRD# 1370085) is an Investment Advisor Representative working at Sykes Financial Services in Lake Oswego, OR and has over 19 years of experience in the finance industry.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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