Donald Ray Dupont

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 05/2020
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 01/2008 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 06/2014 → Present
  Donald Dupont
  Lithia, FL
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Lithia, FL
• 05/2020 → 11/2022
  Charles Schwab Bank, Ssb
  Temple Terrace, FL
• 11/2022 → Present
  Schwab Wealth Advisory, Inc.
  Lithia, FL

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2008-01-02 → 2018-01-08
  Usaa Financial Planning Services
  Ponte Vedra Beach, FL
  San Antonio, TX
  Tampa, FL
• 2008-01-02 → 2008-01-02
  Usaa Investment Services Company
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-11-30

Designations

• Certified Financial Planner

Other Names

• Donald Dupont