UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
28yrs
Harold Wright has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Dallas, Texas. Harold has been with Hilltop Securities since 2014; before that, Harold spent 12 years at Comerica Securities. Hilltop Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 19% by experience in Texas
Office717 N. Harwood Street Suite 3400, Dallas, TX 75201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$678,307
Advisors at the firm166
States licensed ?1 state
Services through Hilltop Securities
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowHilltop Securities Inc.Current firm
- 2002 – 2014Comerica SecuritiesPreviously
Contact Harold
(214) 953-4000Hilltop Securities main office 717 N. Harwood Street Suite 3400Dallas, TX 75201Office · Get directions Firm websiteadvisors.hilltopsecurities.com/michael-forner
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Questions to ask Harold
Tailored to Harold’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Harold
How do I contact Harold?
Call Hilltop Securities at (214) 953-4000 and ask for Harold Wright. Harold works from the Dallas, TX office.
How long has Harold been a financial advisor?
Harold has been in the industry since 1999, about 28 years. Top 19% by experience in Texas.
What licenses does Harold hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Harold a fiduciary?
Harold is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harold paid?
Hilltop Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Harold for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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