Claire Durand, financial advisor Los Angeles CA
96 score

Claire Durand

CRD Number: 3046363
Current Firm: Transamerica Financial Advisors, Inc.

Claire Durand (CRD# 3046363) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Los Angeles, CA and has over 18 years of experience in the finance industry. Claire Durand 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.

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Professional Designations
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Los Angeles, CA Dec 2009 - Current 7
Transamerica Insurance Investment Group Los Angeles, CA May 2008 - Current 8
Unemployed Long Beach, CA Dec 2007 - May 2008 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Jan 2004 - Dec 2007 3
Usaa Financial Planning Services San Antonio, TX Nov 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Claire R. Durand
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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