linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Gilker

Pickwick Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Gilker

Heather Gilker is a financial advisor with over 20 years of experience in the industry. She currently holds a Series 63, Series 66 and Series 7 license and is registered with the state of Texas. Heather is associated with Pickwick Capital Partners, LLC, a firm that is not in scope for investment advisor regulation. In her previous roles, she has worked with firms like Fidelity Brokerage Services LLC, Welborn Capital LLC, and Smith Barney Inc.

Firm Information

Heather Gilker is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Gilker’s Registration & Firm History

NY

03/02/2021 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

TX

05/17/2011 - 10/01/2018

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

NY

08/09/2010 - 04/12/2011

WELBORN CAPITAL LLC (HUDSON NY)

CT

04/07/2010 - 09/10/2010

BOOMERANG CAPITAL LLC (ROWAYTON CT)

GA

01/07/2010 - 03/25/2010

G EQUITY INVESTMENT GROUP LTD. (ATLANTA GA)

TX

04/25/2008 - 09/30/2009

SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)

TX

12/20/2007 - 04/23/2008

ASPEN EQUITY PARTNERS, LLC (DALLAS TX)

TX

02/20/2002 - 01/21/2004

ASPEN EQUITY PARTNERS, LLC (DALLAS TX)

TX

03/25/1997 - 06/13/2000

SPYGLASS TRADING, L.P. (DALLAS TX)

NY

03/15/1994 - 05/09/1997

SMITH BARNEY INC. (NEW YORK NY)

Not sure if Heather Gilker is right for you?

Licenses & Designations

BC

Issued 07/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Gilker.
Not sure if Heather Gilker is right for you?