Belmont Financial, LLC
Belmont Financial, LLC (CRD# 108234) is a financial advisory firm headquartered in , . They manage $64,208,000 in 242 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management64MILLION
Total Number of Accounts242ACCOUNTS
Average Account Value$265,322
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Durant (CRD# 2113971) is an Investment Advisor Representative working at Belmont Financial, LLC in Belmont, MA and has over 27 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.