Be advised. This firm is no longer registered.

Seaside Financial & Insurance Services

Seaside Financial & Insurance Services (CRD# 132929) is a financial advisory firm headquartered in Carlsbad, CA. They manage $100,098,844 in 698 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $143,408
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, NV, NY, TX

Financial Advisors at Seaside Financial & Insurance Services
No Advisor Found.
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