Bradley Lineberger, financial advisor Carlsbad CA
96 score

Bradley Lineberger

CRD 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 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2016 - Current 2
Seaside Wealth Management, Inc. Carlsbad, CA Jul 2011 - Current 6
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Bradley J. Lineberger
Phone Number: (760) 730-8120
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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