Michael W. Duran

MICHAEL W. DURAN, CPA, APC

FULLERTON, CA 92832-1956

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CRD#: 5059428

Professional summary

Michael William Duran is a registered financial advisor currently at MICHAEL W. DURAN, CPA, APC located in Fullerton, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CPA firm, including accounting and tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William Duran's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 23, 2012 - Present

MICHAEL W. DURAN, CPA, APC

Office #1: 110 E. Wilshire Ave., Suite 201, Fullerton, CA 92832-1956

RIA

CRD#: 137276

FULLERTON, CA

Past

October 16, 2003 - August 22, 2011

MICHAEL W. DURAN, CPA, APC

RIA

CRD#: 137276

FULLERTON, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/23/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2002

Uniform Investment Adviser Law Examination

Current Firm

MICHAEL W. DURAN, CPA, APC

MICHAEL W. DURAN, CPA, A PROFESSIONAL CORPORATION | MICHAEL W. DURAN, CPA, APC

CRD#: 137276 / SEC#:

California

Registered Investment Advisory firm - (4/23/2012 Approved)

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Contact information

Main Address

110 E. Wilshire Ave,, Suite 201, Fullerton, CA 92832-1956

Mailing Address

Phone number

(714) 441-2500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael W. Duran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael William Duran's CRS (Customer Relationship Summary).

Certified licenses

Experience

MICHAEL W. DURAN, CPA, APC

MICHAEL W. DURAN, CPA, APC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2002

Current Firm

MICHAEL W. DURAN, CPA, APC

Contact information

Documents

Red Flags

Company Information

MICHAEL W. DURAN, CPA, APC

TRUST BUT VERIFY

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