Seaside Wealth Management, Inc.

Seaside Wealth Management, Inc. (CRD# 271039) is a financial advisory firm headquartered in Carlsbad, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
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

Financial Advisors at Seaside Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bradley J. Lineberger
CRD#: 5280019
6154 Innovation Way, Carlsbad, CA 92009
96
Wealthminder
score

Bradley Lineberger (CRD# 5280019) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 8 years of experience in the finance industry.

2
James M. Conole
CRD#: 5958476
6154 Innovation Way, Carlsbad, CA 92009
89
Wealthminder
score

James Conole (CRD# 5958476) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 3 years of experience in the finance industry.

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