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RS

Russell G. Sykes

SYKES FINANCIAL SERVICES
CRD#: 1370085
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RS
Russell Gordon SykesSYKES FINANCIAL SERVICES

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Gordon Sykes is a registered financial professional currently at SYKES FINANCIAL SERVICES .

Russell is a previously registered financial professional and started their career in finance in 1985. Russell has worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 14, 2019 - Present

SYKES FINANCIAL SERVICES

RIA
CRD#: 155354
Past

June 13, 2012 - June 1, 2015

SCHOOL ACTIVITIES ASSISTANCE FOUNDATION

RIA
CRD#: 163953
LAKE OSWEGO, OR
Past

December 16, 2010 - February 14, 2019

SYKES FINANCIAL SERVICES

RIA
CRD#: 155354
LAKE OSWEGO, OR
Past

January 3, 1992 - December 14, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

January 3, 1992 - December 14, 1999

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

July 13, 1989 - December 31, 1991

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
ELGIN, IL
Past

September 26, 1986 - February 6, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

August 21, 1985 - September 15, 1986

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/8/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SF
SYKES FINANCIAL SERVICES
BROKERED BENEFITS, INC. | SYKES FINANCIAL SERVICES

CRD#: 155354 / SEC#:

Oregon
Registered Investment Advisory firm - (9/15/1998 Approved)
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Contact information


Main Address
Portland, OR
Mailing Address
Po Box 20536, Portland, OR 97294
Phone number
(971) 570-2174
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts169
AUM (Assets Under Management)$ 30,649,964

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SYKES FINANCIAL SERVICES

CRD#: 155354

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