UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
24yrs
Mark Wright is a fiduciary financial advisor in Dallas, Texas, with 24 years in the industry. Mark joined Wells Fargo Advisors in 2011, after five years at Wells Fargo Investments and less than a year at Waddell & Reed. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 73% of advisors in Texas
Office8115 Preston Rd Suite 300 [Vb-Rbo], Dallas, TX 75225
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2006 – 2011Wells Fargo Investments, LLCPreviously
- May 2003 – Jan 2005Wells Fargo Investments, LLCPreviously
- Mar 2003 – Apr 2003Waddell & ReedPreviously
Contact Mark
Local office(214) 373-2700Ask for Mark. (314) 875-3000Main office · St. Louis, MO 8115 Preston Rd Suite 300 [Vb-Rbo]Dallas, TX 75225Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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 Mark
How do I contact Mark?
Call Mark’s local office at (214) 373-2700 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Mark Wright.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 24 years. More experience than 73% of advisors in Texas.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark 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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