Bradley James Lineberger
Investment adviser representative at Seaside Wealth Management, Inc.
15 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$459.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2016 to now
- Seaside Wealth Management, Inc.Jul 2011 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seaside Wealth Management, Inc.
$459.3MAssets managed
380Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5280019
- Firm CRD
- 271039