Michael Duran is a registered investment advisor at Michael W. Duran, CPA, Apc, based in Fullerton, CA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Michael W. Duran, CPA, provides general investment and financial planning guidance as a supplement to advice from other advisors. He does not manage client assets.
Location
110 E. Wilshire Ave., Suite 201, Fullerton, CA, 92832-1956
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is involved with a CPA firm, providing accounting and tax preparation services. The filing does not specify the time commitment.
Employment History
Current Registrations
Michael W. Duran, CPA, Apc
Previous Registrations
Michael W. Duran, CPA, Apc
State Registrations1 state
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