Skip to content

Richard Harold Wilson

Investment adviser representative at A.G.P / Alliance Global Partners
12 yearsExperience
13 statesRegistered in
$2.9BFirm assets
17 yearsFirm in business

Are you Richard Harold Wilson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. A.G.P. / Alliance Global PartnersMay 2021 to now
  2. Aegis Capital CorpJul 2014 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 13 states (AZ, CA, CT, DE, FL, LA, MA, MD, MO, NE, NJ, NY, OR).

A.G.P / Alliance Global Partners

Legal name: A.G.P. / Alliance Global Partners, LLC

$2.9BAssets managed
7,490Clients
130Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2367855
Firm CRD
8361
Advisor's SEC record (opens in a new tab)
CallContact this firm