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DB

David J Bolanos

Private Client Services, LLC
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Private Client Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Location

1605 West Colonial Parkway, Inverness, IL, 60067

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is associated with VestGen Advisors, LLC, a registered investment advisor. He also owns a rental property in Chicago, dedicating minimal time to it.

Employment History
Current Registrations
Private Client Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
Vestgen Advisors, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
January 2008 - December 2024 · 16 yrs 11 mos
LPL Financial LLC
January 2008 - December 2022 · 14 yrs 11 mos
New England SecuritiesBroker
April 2007 - January 2008 · 9 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.