Bradley Lineberger is a CFP, ChFC-designated registered investment advisor, based in Carlsbad, CA, with 18 years of industry experience.
Location
6154 Innovation Way, Carlsbad, CA, 92009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley owns Seaside Wealth Management, an investment advisory firm, dedicating full-time hours to it. He also sells life insurance and fixed insurance products, and teaches financial classes at Mira Costa Junior College, while also being involved with real estate and a high school foundation.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Seaside Wealth Management, INC.
Previous Registrations
First Allied Advisory Services, INC.
Southwest Investment Advisors, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial LLC
LPL Financial LLCBroker
Western Financial Advisors
Wfp SecuritiesBroker
State Registrations6 states
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