Company Information

Get to know Sikes Financial Services, LLC

Founded in 2005 by Steve Sikes, Sikes Financial Services, LLC is an independent, fee-only financial planning and investment management firm based in Tampa, Florida. The company operates as a Registered Investment Advisor (RIA) and focuses on providing personalized, comprehensive financial strategies, particularly for clients who are nearing or already in retirement. Their stated mission is to help clients achieve their financial goals and "Retire On Your Terms" through a disciplined process that includes wealth management, financial planning, and investment oversight.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Sikes Financial Services, LLC

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.