Unclaimed Profile

Bradley James Lineberger

SEASIDE WEALTH MANAGEMENT, INC.·CARLSBAD, California

SIE, Series 7, Series 66, Series 99TOCFP ChFCClean record18 years registeredSEASIDE WEALTH MANAGEMENT, INC.

6154 INNOVATION WAY, CARLSBAD, CA 92009CRD# 5280019Firm CRD# 271039

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley James Lineberger · CARLSBAD, CA

Registration

CRD #5280019 · SEASIDE WEALTH MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

SEASIDE WEALTH MANAGEMENT, INC.

Sep 2015 – present

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Apr 2016

CARLSBAD, CA

SOUTHWEST INVESTMENT ADVISORS, INC.

Jul 2011 – Jul 2012

CARLSBAD, CA

FIRST ALLIED SECURITIES, INC.

Feb 2011 – Apr 2011

CARLSBAD, CA

LPL FINANCIAL LLC

Oct 2008 – Feb 2011

OCEANSIDE, CA

WESTERN FINANCIAL ADVISORS

Jan 2008 – Oct 2008

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · January 14, 2008

Years registered · 18

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEASIDE WEALTH MANAGEMENT, INC.

CRD 271039 · SEC 801-111750

AUM

$285M

Regulatory assets under management

Employees

952 client accounts

Services offered by SEASIDE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEASIDE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Bradley James Lineberger offer?

Bradley James Lineberger specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Bradley James Lineberger's credentials?

Bradley James Lineberger holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley James Lineberger located?

Bradley James Lineberger is based in CARLSBAD, California, working with SEASIDE WEALTH MANAGEMENT, INC.. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Bradley James Lineberger charge for services?

Bradley James Lineberger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEASIDE WEALTH MANAGEMENT, INC.?

SEASIDE WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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