Claire DurandCRD Number: 3046363
Current Firm: Strategic Advisers, Inc.
Claire Durand (CRD# 3046363) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Los Angeles, CA and has over 19 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Fidelity Brokerage Services LLC||Los Angeles, CA||Aug 2017 - Current||< 1|
|Unemployed||Los Angeles, CA||May 2017 - Aug 2017||< 1|
|Legacyshield||Ponte Vedra Beach, FL||Apr 2016 - May 2017||1|
|Unemployed||Los Angeles, CA||Jan 2016 - Apr 2016||< 1|
|Transamerica Financial Advisors, Inc.||Los Angeles, CA||Dec 2009 - Dec 2015||6|
|Transamerica Insurance Investment Group||Los Angeles, CA||May 2008 - Dec 2015||7|
|Unemployed||Long Beach, CA||Dec 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2002|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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