Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Dupont is a financial advisor with over 15 years of experience in the industry. Donald is currently registered with Schwab Wealth Advisory, Inc. and has been registered with the firm since November 2022. Donald has previously worked with USAA Financial Advisors, Inc. and USAA Investment Management Company. Donald holds a Series 66 and Series 7 license as well as the SIE and has earned the Certified Financial Planner designation.
Lithia, FL
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
12/05/2022 - Present
Schwab Wealth Advisory, Inc. (Lithia FL)
FL
10/15/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
TX
10/08/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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