Bradley LinebergerCRD Number: 5280019
Current Firm: Seaside Wealth Management, Inc.
Bradley Lineberger (CRD# 5280019) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 9 years of experience in the finance industry.
Nautilus Advisors LLC
O'reilly Wealth Advisors
Heyman Investment Counseling LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2016 - Current||< 1|
|Seaside Wealth Management, Inc.||Carlsbad, CA||Jul 2011 - Current||5|
|First Allied Advisory Services, Inc.||Carlsbad, CA||Jul 2011 - Mar 2016||4|
|First Allied Securities, Inc.||San Diego, CA||Feb 2011 - Mar 2016||5|
|Ocfa||Irvine, CA||Apr 2006 - May 2014||8|
|Southwest Investment Advisors, Inc.||Tucson, AZ||Feb 2011 - Jul 2012||1|
|Lpl Financial||Carlsbad, CA||Oct 2008 - Feb 2011||2|
|Wfp Securities||San Diego, CA||Jun 2007 - Oct 2008||1|
|Huntington Beach Fire||Huntington Beach, CA||Jul 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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