Cetera Investment Advisers
39yrs
Top advisor by experience in Fullerton
30yrs
David Bolduc is a fiduciary financial advisor in Fullerton, California, with 30 years in the industry. David joined Equitable Advisors in 2024, after a year at Pruco Securities and five years at LPL Financial. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 92 advisors with offices in Fullerton, and one of 73 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience at Equitable Advisors
OfficeFullerton, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowEquitable Advisors, LLCCurrent firm
- Nov 2023 – Oct 2024Pruco Securities, LLC.Previously
- 2018 – 2023LPL Financial LLCPreviously
Contact David
Fullerton, CAOffice · Get directions Firm main line(212) 314-4600Headquarters: Equitable Advisors · New York, NY LinkedIn pageEquitable AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Equitable Advisors at (212) 314-4600 and ask for David Bolduc. David works from the Fullerton, CA office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 30 years. Top 14% by experience at Equitable Advisors.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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