Sykes Financial Services

Sykes Financial Services (CRD# 155354) is a financial advisory firm headquartered in , . They manage $22,000,000 in 207 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
    22
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $106,280
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
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 18 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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