Seaside Financial & Insurance Services

Seaside Financial & Insurance Services (CRD# 132929) is a financial advisory firm headquartered in Carlsbad, CA. They manage $87,613,247 in 660 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $132,747
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, NY, TX

Financial Advisors at Seaside Financial & Insurance Services
Showing 1 - 6 of 6 top financial advisors.
1
Annemarie K. Maxe Lebus
CRD#: 2466589
209 N. Ditmar Street, Oceanside, CA 92054
96
Wealthminder
score

Annemarie Maxe Lebus (CRD# 2466589) is an Investment Advisor Representative working at Seaside Financial & Insurance Services in Oceanside, CA and has over 22 years of experience in the finance industry. Annemarie Maxe Lebus 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.

2
Alison A. Farrin
CRD#: 703088
2032 Corte Del Nogal, Suite 100, Carlsbad, CA 92011
93
Wealthminder
score

Alison Farrin (CRD# 703088) is an Investment Advisor Representative working at Seaside Financial & Insurance Services in Carlsbad, CA and has over 23 years of experience in the finance industry.

3
Thomas R. Lebus
CRD#: 4634206
2032 Corte Del Nogal, Suite 100, Carlsbad, CA 92011
93
Wealthminder
score

Thomas Lebus (CRD# 4634206) is an Investment Advisor Representative working at Seaside Financial & Insurance Services in Carlsbad, CA and has over 12 years of experience in the finance industry.

4
Hugo Lopez
CRD#: 5649058
2032 Corte Del Nogal, Suite 100, Carlsbad, CA 92011
93
Wealthminder
score

Hugo Lopez (CRD# 5649058) is an Investment Advisor Representative working at Seaside Financial & Insurance Services in Carlsbad, CA and has over 7 years of experience in the finance industry.

5
Shawn C. Orser
CRD#: 2962642
2032 Corte Del Nogal, Suite 100, Carlsbad, CA 92011
93
Wealthminder
score

Shawn Orser (CRD# 2962642) is an Investment Advisor Representative working at Seaside Financial & Insurance Services in Carlsbad, CA and has over 11 years of experience in the finance industry.

6
Ronald P. Ophetveld
CRD#: 5722214
2032 Corte Del Nogal, Suite 100, Carlsbad, CA 92011
90
Wealthminder
score

Ronald Ophetveld (CRD# 5722214) is an Investment Advisor Representative working at Seaside Financial & Insurance Services in Carlsbad, CA and has over 4 years of experience in the finance industry.

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