Dba Seaside Financial & Insurance Services

Dba Seaside Financial & Insurance Services (CRD# 289985) is a financial advisory firm headquartered in Carlsbad, CA. They manage $89,373,190 in 552 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2888 Loker Ave East, Suite 110, Carlsbad, CA 92010
https://www.seasideadvisory.com
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $161,908
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, NV, NY, TX, WA

Financial Advisors at Dba Seaside Financial & Insurance Services
Showing 1 - 5 of 5 top financial advisors.
1
Alison Farrin, financial advisor Carlsbad CA
Alison A. Farrin
CRD#: 703088
2888 Loker Ave East, Suite 110, Carlsbad, CA 92010

Alison Farrin (CRD# 703088) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 31 years of experience in the finance industry.

2
Annemarie Maxe Lebus, financial advisor Carlsbad CA
Annemarie K. Maxe Lebus
CRD#: 2466589
2888 Loker Ave East, Suite 110, Carlsbad, CA 92010

Annemarie Maxe Lebus (CRD# 2466589) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 30 years of experience in the finance industry.

3
Shawn Orser, financial advisor Carlsbad CA
Shawn C. Orser
CRD#: 2962642
2888 Loker Ave East, Suite 110, Carlsbad, CA 92010

Shawn Orser (CRD# 2962642) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 18 years of experience in the finance industry.

4
Cody Laidlaw, financial advisor Carlsbad CA
Cody H. Laidlaw
CRD#: 7310848
2888 Loker Ave East, Suite 110, Carlsbad, CA 92010

Cody Laidlaw (CRD# 7310848) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 3 years of experience in the finance industry.

5
Darlene Maza, financial advisor Carlsbad CA
Darlene M. Maza
CRD#: 6646239
2888 Loker Ave East, Suite 110, Carlsbad, CA 92010

Darlene Maza (CRD# 6646239) is an Investment Advisor Representative working at Dba Seaside Financial & Insurance Services in Carlsbad, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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