Donald Dupont (CRD# 5379719) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lithia, FL and has over 16 years of experience in the finance industry. Donald Dupont has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 5159569
Primerica Advisors
CRD# 6525251
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Wealth Advisory, Inc. | Lithia, FL | Nov 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Lithia, FL | May 2020 - Current | 3 |
| Donald Dupont | Lithia, FL | Jun 2014 - Current | 9 |
| Charles Schwab Bank, Ssb | Temple Terrace, FL | May 2020 - Nov 2022 | 2 |
| Usaa Investment Management Company | Tampa, FL | Jan 2018 - May 2020 | 2 |
| Usaa Financial Planning Services | Tampa, FL | Jan 2008 - May 2020 | 12 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Oct 2007 - May 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- FL
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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