Bradley Lineberger, financial advisor Carlsbad CA

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 16 years of experience in the finance industry. Bradley Lineberger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2016 - Current 7
Seaside Wealth Management, Inc. Carlsbad, CA Jul 2011 - Current 12
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
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
    285
    MILLIONS
  • Total Number of Accounts
    952
    ACCOUNTS
  • Average Account Value
    $299,151
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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, NE, TN, TX

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