Pacific Advisors
David Bolton is a seasoned financial professional with extensive experience in investment, retirement planning, and insurance. Currently serving as a Financial Representative at Pacific Advisors since August 2014, David also operates as a Registered Representative and Financial Advisor with Park Avenue Securities LLC. Previously, David held positions at LPL Financial from September 2009 to July 2014, where responsibilities included investments and employee benefits, and at Mutual Service Corporation from 1998 to 2011 as a Registered Securities Principal. David launched a career in sales as Executive Vice President at OEM Associates, Inc., from July 1982 to May 1993, overseeing operations across a seven-state territory. David's educational background includes studies at UCSD and Torrey Pines High School.
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Pacific Advisors
Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 60,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support. We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives.