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Richard Gillikin

11 Years of Experience
Farmington Hills, MI

Richard Gillikin is a registered investment advisor at Gillikin Advisors Limited, based in Farmington Hills, MI, with 11 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 20 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$31.7M
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Location

33900 W 8 Mile Rd, Ste 101, Farmington Hills, MI, 48335

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard is a CPA and President of Gillikin & Associates, a public accounting firm, dedicating nearly full-time hours. He is also President and part owner of Timber Ridge Associates, managing an office building, and serves as trustee for several irrevocable trusts, requiring minimal time. Richard is also a resident agent for a scientific development company, requiring minimal time.

Employment History
Current Registrations
Gillikin Advisors Limited
September 2014 - Present · 11 yrs 8 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Richard Gillikin - Financial Advisor | TrueAdvisor