Claire Durand, financial advisor Los Angeles CA
96 score

Claire Durand

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Claire R. Durand
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, VT, WA, WI, WV, WY

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

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