Douglas Dulac
Douglas Dulac is a ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Hermon, ME, with 40 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
48 Liberty Dr., Hermon, ME, 04401
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2025Customer Dispute
September 2024Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Douglas is the owner of Maine Street Insurance and Financial Services and a responsible agent for non-variable insurance since 2011. He also serves on the Anah Shrine Finance Committee and is a notary.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
United Securities Alliance, INC.
United Securities Alliance, INC.
Royal Alliance Associates, INC.Broker
United Securities Alliance, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.