William DurandCRD Number: 1220580
Current Firm: Cambridge Investment Research Advisors, Inc.
William Durand (CRD# 1220580) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stamford, CT and has over 33 years of experience in the finance industry. William 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2012 - Current||4|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2003 - Current||13|
|Financial Control Services||Stamford, CT||Sep 1994 - Current||23|
|Financial Control Services||Stamford, CT||Sep 1994 - Jan 2013||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV