Bradley
Lineberger

Seaside Wealth Management, Inc

CRD#5280019
Investment Advisor
in Carlsbad, CA
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About this Advisor

Bradley Lineberger is a chartered financial consultant based out of Carlsbad, California, with 12 years of professional experience. Lineberger is on the advisory team at Seaside Wealth Management, Inc. Their career trajectory has included roles at Ocfa, Lpl Financial, First Allied Securities, Inc, Southwest Investment Advisors, Inc, First Allied Advisory Services, Inc, Seaside Wealth Management, Inc and Purshe Kaplan Sterling Investments. Lineberger maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Seaside Wealth Management, Inc is an advisory firm based in Carlsbad, California. It manages $144 million in assets under management among its 891 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 891 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Seaside Wealth Management, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on the type of services provided. However, fee types charged by Seaside Wealth Management, Inc likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6154 Innovation Way
Carlsbad, CA 92009

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Seaside Wealth Management, Inc Brokerage Details

Total Assets Under Management

$154,145,031

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

1,006

CA Average: 3,727
Average Account Size

$153,226

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bradley Lineberger Work History

Bradley has 12 years of experience.

2016 - Present (3 years)

Purshe Kaplan Sterling Investments

2011 - Present (8 years)

Seaside Wealth Management, Inc

2011 - 2016 (5 years)

First Allied Securities, Inc

2011 - 2012 (1 year)

Southwest Investment Advisors, Inc

2011 - 2016 (5 years)

First Allied Advisory Services, Inc

2008 - 2011 (3 years)

Lpl Financial

2006 - 2014 (8 years)

Ocfa

Disclosures

Bradley Lineberger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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