A complete list of active advisors currently associated with Sikes Financial Services, LLC

Warmer can help you find a great advisor at Sikes Financial Services, LLC or one who fits your needs even better.

The firm provides non-discretionary portfolio management and financial planning services to individual clients, delivering ongoing portfolio monitoring and tailored financial plans. It also offers insurance products through an affiliated insurance business, which is disclosed as a separate source of compensation. The adviser develops client-specific strategies using fundamental, technical, charting and cyclical analysis, and obtains client approval before executing trades; clients may impose investment restrictions and accounts are reviewed quarterly. The firm may permit borrowing (margin) in client accounts and bills advisory fees based on the account’s net asset value when margin is used. Noteworthy differences from many peers include a disclosed regulatory enforcement action in 2018 involving deficiencies in client forms and variable annuity disclosures, and the firm’s affiliation with an insurance practice that can generate commission-based compensation. The firm also emphasizes primarily non-discretionary management and offers both limited-term hourly consulting and ongoing monthly financial planning arrangements, features that are less common among independent advisers.

To learn more about the advisors currently working at Sikes Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.