Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
33yrs
Eric Sikes
Financial advisor at Sikes Financial Services
Based in Boca Raton, Florida, Eric Sikes is a fiduciary financial advisor with 33 years of industry experience. Eric has been with Sikes Financial Services since 2026; before that, Eric spent a year at LPL Financial and seven years at MSI Financial Services. Sikes Financial Services offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Florida
Office123 NW 13th Street Suite 214-01, Boca Raton, FL 33432
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$178,499
States licensed ?1 state
Services through Sikes Financial Services
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowSikes Financial Services, LLCCurrent firm
- Oct 2016 – Oct 2017LPL Financial LLCPreviously
- 2009 – 2016MSI Financial Services, Inc.Previously
- May 2007 – Sep 2008MerrillPreviously
Contact Eric
(561) 529-9191Sikes Financial Services main office 123 NW 13th Street Suite 214-01Boca Raton, FL 33432Office · Get directions Firm websiteHTTPS://WWW.SIKESFINANCIALSERVICES.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Sikes Financial Services at (561) 529-9191 and ask for Eric Sikes. Eric works from the Boca Raton, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1993, about 33 years. Top 11% by experience in Florida.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Sikes Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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