JD
Joshua A. Dandurand
WALDEN FINANCIAL
Granville, OH 43023
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CRD#: 6188347
JD
Professional summary
Joshua Andrew Dandurand is a registered financial advisor currently at WALDEN FINANCIAL located in Granville, Ohio.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. I ALSO SELL LIFE INSURANCE AND FIXED ANNUITIES AFTER HOURS AND ON WEEKENDS THROUGH AN INDEPENDANT INSURANCE AGENCY CALLED NOBLE & ASSOCIATES, LOCATED IN REYNOLDSBURG, OH, WITH WHICH I HAVE A RELATIONSHIP. I SPEND ROUGHLY 4-5 HOURS PER WEEK ON THIS BUSINESS, AND THE RELATIONSHIPS I HAVE DEVELOPED WORKING WITH THIS BUSINESS WILL PROVIDE A LEAD SOURCE FOR PRE-QUALIFIED CLIENTS THAT HAVE A NEED FOR SECURITIES ADVICE. 2. JOSHUA A. DANDURAND POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 12 START DATE: 05/01/2014 ADDRESS: 130 N. Prospect St, Suite M, Granville OH 43023, United States DESCRIPTION: Fixed and variable insurance related sales 3. DANDURAND FINANCIAL PARTNERS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2013 ADDRESS: 2455 Old Columbus Rd., Granville OH 43023, United States DESCRIPTION: LLC created to manage and track securities and insurance business revenue and pay out expenses. 4. WALDEN FINANCIAL POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2020 ADDRESS: 130 N. Posepct St., Suite M, Granville OH 43023, United States DESCRIPTION: Walden Financial is the DBA for my investment advisory and financial planning practice. Under Walden Financial I help clients manage investments as well as plan for their financial future. 5. DANDURAND FINANCIAL PARTNERS, LLC DBA WALDEN FINANCIAL POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/19/2022 ADDRESS: 130 N Prospect St., Suite M, Granville OH 43023, United States DESCRIPTION: We will provide financial planning services and collect financial planning fees through this state registered RIA entity.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Andrew Dandurand'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®
NoneExperience
Current
October 28, 2022 - Present
WALDEN FINANCIAL
Office #1: 130 N. Prospect St., Suite A, Granville, OH 43023RIA
CRD#: 323234
Granville, OH
Past
November 22, 2016 - November 2, 2022
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
GRANVILLE, OH
Past
July 29, 2013 - November 2, 2022
FSC SECURITIES CORPORATION
BD
CRD#: 7461
GRANVILLE, OH
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
Ohio(10/28/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WF
WALDEN FINANCIAL
DANDURAND FINANCIAL PARTNERS, LLC | WALDEN FINANCIAL
CRD#: 323234 / SEC#:
Ohio
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Contact information
Main Address
130 N. Prospect St., Suite A, Granville, OH 43023
Mailing Address
Phone number
(614) 517-1687
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 255 |
| AUM (Assets Under Management) | $ 43,627,844 |
Red Flags
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