Claire
Durand
First Republic Investment Management, Inc
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About this Advisor
Claire Durand is a certified financial planner and chartered financial consultant based out of Los Angeles, California who has 1 year of relevant experience. Durand is on the advisory team at First Republic Investment Management, Inc. Over the course of their career, they have held roles at First Republic Securities Company, LLC, Transamerica Financial Advisors, Inc, Transamerica Insurance Investment Group, Fidelity Brokerage Services LLC, Legacyshield, Fidelity Personal And Workplace Advisors and First Republic Investment Management, Inc. Durand maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. First Republic Investment Management, Inc is a business operating out of San Francisco, CA. It has offices in 37 locations and a total of 1,165 people on staff. It administers $140 billion in assets between its 84,774 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 393 charities and foundations. Of its 84,774 client accounts, 43% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which service is offered. However, fees charged by First Republic Investment Management, Inc can consist of any blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Claire Durand Work History
Claire has been registered as a financial advisor for 1 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Legacyshield
Transamerica Financial Advisors, Inc
Transamerica Insurance Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Claire Durand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Republic Investment Management, Inc
Boston, MA
San Francisco, CA
New York, NY
New York, NY
Palo Alto, CA
San Francisco, CA
Los Angeles, CA
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
