Sykes Financial Services

Sykes Financial Services (CRD# 155354) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $23,778,328 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 587, Lake Oswego, OR 97034
https://www.sykesfinancial.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $177,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Sykes Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Russell Sykes, financial advisor Lake Oswego OR
Russell G. Sykes
CRD#: 1370085
Lake Oswego, OR

Russell Sykes (CRD# 1370085) is an Investment Advisor Representative working at Sykes Financial Services in Lake Oswego, OR and has over 24 years of experience in the finance industry.

2
Timothy Batog, financial advisor Lake Oswego OR
Timothy J. Batog
CRD#: 7440267
Lake Oswego, OR

Timothy Batog (CRD# 7440267) is an Investment Advisor Representative working at Sykes Financial Services in Lake Oswego, OR and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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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