David
Bolton
Park Avenue Securities LLC
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About this Advisor
David Bolton is a financial advisor based in Temecula, California, working with Park Avenue Securities LLC. David has previously held positions at Park Ave Securities, Guardian, Park Ave Securities LLC, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Michigan. Currently, David is part of Park Avenue Securities LLC, which operates out of Temecula, California. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Bolton Work History
Park Avenue Securities
Guardian Life Insurance Company
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Park Ave Securities LLC
Guardian Life Insurance
Park Ave Securities
Guardian
Disclosures
Please visit the SEC profile of David Bolton 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 Park Avenue Securities LLC
Charlotte, NC
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
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