Mohamed Lamine Doumbia
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Charles Schwab and Co., Inc.Jun 2024 to now
- Schwab Wealth Advisory, Inc.Apr 2023 to now
- TD AmeritradeNov 2020 to Jun 2024
- Clout EnterprisesOct 2019 to Nov 2020
- Account ExecutiveMar 2016 to Feb 2018
- Future SoccerMar 2016 to Feb 2018
- Bellevue UniversityNov 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7315626
- Firm CRD
- 159035