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Bradley James Lineberger

Seaside Wealth Management, Inc.

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About Bradley James Lineberger

Bradley James Lineberger is a financial advisor at Seaside Wealth Management, Inc. in Carlsbad, California. Bradley has been in the financial industry since 2007 and has experience working with high-net-worth individuals and other clients. Bradley is a Certified Financial Planner and a Chartered Financial Consultant. Bradley has a strong track record of providing financial advice and investment management services to clients. Bradley's firm provides financial planning, portfolio management, and pension consulting services.

Firm Information

Bradley Lineberger is currently registered with Seaside Wealth Management, Inc.. Seaside Wealth Management, Inc. is a registered investment advisor located in Carlsbad, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $362 million in regulatory assets under management.
Seaside Wealth Management, Inc.

6154 INNOVATION WAY

CARLSBAD, CA 92009

$362.31M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Lineberger’s Registration & Firm History

CA

09/11/2015 - Present

Seaside Wealth Management, Inc. (CARLSBAD CA)

CA

02/11/2011 - 04/01/2016

FIRST ALLIED SECURITIES, INC. (CARLSBAD CA)

CA

10/29/2008 - 02/24/2011

LPL FINANCIAL LLC (OCEANSIDE CA)

CA

11/20/2007 - 10/30/2008

WFP SECURITIES (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 12/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley James Lineberger.
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