BL
CFP · ChFC
BL
CFP · ChFC

Bradley James Lineberger

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
346 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$362.3M

Fee Structure

Minimum Investment:$750K
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Location

6154 Innovation Way, Carlsbad, CA, 92009

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History

Regulatory History
Clean regulatory record

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.

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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
April 2016 - Present · 9 yrs 10 mos
Seaside Wealth Management, INC.
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - April 2016 · 3 yrs 9 mos
Southwest Investment Advisors, INC.
July 2011 - July 2012 · 1 yr
First Allied Securities, INC.Broker
February 2011 - April 2016 · 5 yrs 2 mos
First Allied Securities, INC.
February 2011 - April 2011 · 2 mos
LPL Financial LLC
October 2008 - February 2011 · 2 yrs 4 mos
LPL Financial LLCBroker
October 2008 - February 2011 · 2 yrs 4 mos
Western Financial Advisors
January 2008 - October 2008 · 9 mos
Wfp SecuritiesBroker
November 2007 - October 2008 · 11 mos
State Registrations6 states
CACOOHTNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.