Richard is a financial services entrepreneur and an expert in the field of alternative investments. Over the course of his career he has helped many investment advisors grow their businesses, serving as a trusted advisor and gatekeeper to quality institutional product. Before founding Hillson Consulting, he co-founded Third Seven Capital, LLC a privately owned, boutique investment bank specializing in alternative investments and was also CEO of an RIA aggregator.
WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.