Steven Ducharme
Steven Ducharme is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Roswell, NM, with 4 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
400 North Pennsylvania Ave, Suite 840, Roswell, NM, 88201
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells life insurance and annuities through Capitas, and works as a representative for Priority Financial Group, offering investment management services; these activities each take about half of his time. He also serves as treasurer for the Republican Party of Chaves County (minimal time) and as a board member for the Roswell Museum and Arts Center (minimal time).
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations4 states
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