Douglas Dulac, financial advisor Carmel ME

Douglas Dulac

CRD Number: 1411702
Current Firm: United Planners' Financial Services Of America A Limited Partner

Douglas Dulac (CRD# 1411702) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Carmel, ME and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Anah Shrine Finance Committee Bangor, ME Apr 2012 - Current 11
Doug Dulac Carmel, ME Jul 2011 - Current 12
Doug Dulac Carmel, ME Jul 2011 - Current 12
United Planners' Financial Services Of America Scottsdale, AZ Jun 2008 - Current 15
Maine Street Insurance And Financial Services Glenburn, ME Jan 2006 - Current 18
Anah Shrine Temple Bangor, ME Jun 2004 - Current 19
Douglas Dulac Carmel, ME Nov 2010 - Jan 2024 13
Master Mentors Glenburn, ME Jul 2011 - Jun 2022 10
Master Mentors Carmel, ME Feb 2011 - Jun 2022 11
Master Mentors Carmel, ME Feb 2011 - Jun 2022 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Douglas A. Dulac
Phone Number: 480-991-0225
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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