Douglas F Mackay

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2018 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 09/2016 → 12/2017
  Lincoln College Of Technology
  Indianapolis, IN
• 04/2012 → 09/2016
  Itt Educational Services
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2019-06-14
• S63 Uniform Securities Agent State Law Examination
  2018-07-31

Other Names

• Doug Mackay
• Douglas Fredrick Mackay