RG
Richard C. Gillikin
GILLIKIN ADVISORS LIMITED
FARMINGTON HILLS, MI 48335
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CRD#: 6344394
RG
Professional summary
Richard Charles Gillikin, who also goes by Rich Gillikin, is a registered financial advisor currently at GILLIKIN ADVISORS LIMITED located in Farmington Hills, Michigan.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Richard has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rich Gillikin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Please note all of the following are non-investment related:
1. Gillikin & Associates, CPA, PC; 33900 W 8 Mile Rd, #101; Farmington Hills, MI 48335; public accounting firm; position = CPA and President; start April 1982; hours/month = 165; hrs./mo. during trading = 113; duties = tax return preparation for businesses and individual; corporate financial statements.
2. Timber Ridge Associates, Inc, 33900 W 8 Mile Rd, #101; Farmington Hills, MI 48335; entity owns & operates office building at same address; position = President, 44% equity owner, and building manager; start = November 1988; hrs/mo. = 10; hrs/mo. during trading = 2; duties = building management and leasing.
3.Gerald & Rosemary Cornell Irrevocable Trust; 33900 W 8 Mile Rd, #101; Farmington Hills, MI 48335; position-Trustee; start = June 1997; time spent 4 hrs/year.
4. Gerald Cornell Irrevocable Trust; 33900 W 8 Mile Rd, #101; Farmington Hills, MI 48335; position-Trustee; start = July 1997; time spent 4 hrs/year.
5. Robert W. Gembarski Irrevocable Trust; 33900 W 8 Mile Rd, #101; Farmington Hills, MI 48335; position-Trustee; start = June 1998; time spent 12 hrs/year
6. Rosemary L. Cornell Irrevocable Trust; 2467 S Brooke Circle, Marblehead, OH 43440. Position Co-Trustee; Start = November 2018 Hours devoted = time spent 4 hrs/year
7. F. Chambers & Associates, Inc.; 3008 Warrington Rd, Shaker Heights, OH; scientific development company; Position - Resident Agent (Michigan). start = October 2002; hours devoted = � hr. per year; hours during trading = � hr. per year.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Charles Gillikin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 23, 2014 - Present
GILLIKIN ADVISORS LIMITED
Office #1: 33900 W 8 Mile Rd Ste 101, Farmington Hills, MI 48335RIA
CRD#: 171397
FARMINGTON HILLS, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(9/23/2014)
Current Firm
GA
GILLIKIN ADVISORS LIMITED
GILLIKIN & ASSOCIATES, CPA, PC | GILLIKIN, RICHARD C. | GILLIKIN ADVISORS LIMITED
CRD#: 171397 / SEC#:
Michigan
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Contact information
Main Address
Farmington Hills, MI
Mailing Address
Phone number
(248) 909-4960
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 26,428,379 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
