Alissa Sykes
Advisor at Pride of the West Financial, LLC — Sheridan, WY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
6 years
Location
Sheridan, WY
Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.
Based on Pride of the West Financial, LLC
$0 - $500,000: 1.25% $501,000 - $1,000,000: 1.00% $1,000,001+: 0.75%
$150 per hour for additional services
Ongoing financial planning relationship fee $240 annually
Account minimum: $100,000 Fee-only: Financial planning and budgeting assistance hourly rate of $150; ongoing financial planning relationship fee $240 annually; fee for service depends on request
Sheridan, WY
Sheridan WY
Advisors at this office
1
Texas · Wyoming
6 years of industry experience
Pride of the West Financial, LLC
2024 - Present • 2 years
Cheyenne, WY
State of Wyoming
2023 - Present • 3 years
Cheyenne, WY
Richey May & Co
2022 - 2023 • 1 year
Denver, CO
State of Wyoming
2021 - 2022 • 1 year
Cheyenne, WY
Bank of America, N. A.
2019 - 2021 • 2 years
Georgetown, TX
Merrill Lynch, Pierce, Fenner & Smith Incorporated(
2019 - 2021 • 2 years
Georgetown, TX
Securities America, Inc.
2017 - 2019 • 2 years
Austin, TX
Charles Schwab & Co., Inc.
2016 - 2017 • 1 year
Austin, TX
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Insurance agent
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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