UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
18yrs
Holly Sharp is a fiduciary financial advisor in Dallas, Texas, with 18 years in the industry. Holly joined Prospera Financial Services in 2026, after seven years at Wealthcare Capital Management and ten years at Capitol Securities Management. Prospera Financial Services offers financial planning, investment management, and private fund management 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
Experience18 years (since 2008)
How that compares ?More experience than 61% of advisors in Texas
Office5429 LBJ Freeway Suite 750, Dallas, TX 75240
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$681,918
Advisors at the firm270
States licensed ?1 state
Services through Prospera Financial Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowProspera Financial Services, Inc.Current firm
- 2019 – 2026Wealthcare Capital Management LLCPreviously
- 2009 – 2019Capitol Securities Management, Inc.Previously
- Sep 2008 – Feb 2009MerrillPreviously
Questions to ask Holly
Tailored to Holly’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Holly
How do I contact Holly?
Call Prospera Financial Services at 972-581-3000 and ask for Holly Sharp. Holly works from the Dallas, TX office.
How long has Holly been a financial advisor?
Holly has been in the industry since 2008, about 18 years. More experience than 61% of advisors in Texas.
What licenses does Holly hold?
Series 66. Tap any license on this page to see what it allows.
Is Holly a fiduciary?
Holly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Holly paid?
Prospera Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Holly 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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