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Donald Ray Dupont

Schwab Wealth Advisory, Inc.

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About Donald Ray Dupont

Donald Dupont is a financial advisor at Schwab Wealth Advisory, Inc., based in Lithia, FL. Donald has been in the financial services industry since 2007. Donald is registered to provide investment advice in 24 states and the District of Columbia. Donald holds a Series 7 and Series 66 securities license and is also a Certified Financial Planner. In addition to being registered with Schwab Wealth Advisory, Inc., Donald has previously held positions with USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Donald specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Donald Dupont is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Donald Dupont’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 11/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Donald Ray Dupont.
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