Eric Sikes
Professional Summary
Eric Sikes is a registered financial advisor currently at SIKES FINANCIAL SERVICES, LLC located in Boca Raton, Florida. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Eric has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
SIKES FINANCIAL SERVICES, LLC
Contact Information
Main Address
123 Nw 13th Street Suite 214-01, Boca Raton, FL 33432Phone Number
(561) 529-9191# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
25AUM (Assets Under Management)
$4,462,473Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Eric Sikes's CRS (Customer Relationship Summary).
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