Michael Durant (CRD# 2113971) is an Investment Advisor Representative working at Belmont Financial, LLC in Belmont, MA and has over 33 years of experience in the finance industry. Michael Durant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belmont Financial | Belmont, MA | Nov 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
- MA
-
Total Assets Under Management81MILLIONS
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Total Number of Accounts175ACCOUNTS
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Average Account Value$462,857
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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