Dukehart H w Macmillan
Investment adviser representative at Schwab Wealth Advisory, Inc.
16 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
Are you Dukehart H w Macmillan? Claim your profile
Contact this firm
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
16 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.Jul 2022 to now
- DoordashJun 2021 to now
- Brier Creek Country Club (clubcorp)Aug 2021 to Mar 2022
- Coal Creek Golf CourseAug 2020 to Nov 2020
- DoglifeJun 2018 to Aug 2020
- N/aAug 2016 to Jun 2021
- Linn EnterprisesJun 2014 to Aug 2017
- Camelback FirehoseJun 2010 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7559967
- Firm CRD
- 159035