Bradley Lineberger has been President of Seaside Wealth Management since August 2015, is a control person of the firm and directly owns 75% or more of it. Bradley Lineberger holds a Degree in History from the University of California, Los Angeles.
Seaside Wealth Management, Inc. is a Carlsbad, CA firm with $459M under management, 380 clients and 11 advisers in one office, as of its February 2026 filing.
Brad Lineberger is President of Seaside Wealth Management. He founded the firm to provide financial planning that helps individuals, families and small businesses gain clarity and confidence in retirement. He began his career on Wall Street, then worked as a firefighter in Orange County while pursuing financial planning, and retired from the fire service in 2014 to focus on helping people navigate retirement.
Bradley Lineberger’s longest registration is the current one, 11 years at Seaside Wealth Management since 2015. Before joining Seaside Wealth Management in 2015, Bradley Lineberger was registered through First Allied Advisory Services, Inc. and Southwest Investment Advisors, Inc.
- – present · 11 yearsCarlsbad, CA · Adviser representative · Firm CRD 271039
- First Allied Advisory Services, Inc.– · 3 yearsCarlsbad, CA · Adviser representative · Firm CRD 137888
- Southwest Investment Advisors, Inc.– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 117052
- First Allied Securities, Inc.– · under a yearCarlsbad, CA · Adviser representative · Firm CRD 32444
- LPL Financial LLC– · 2 yearsOceanside, CA · Adviser representative · Firm CRD 6413
- Western Financial Advisors– · under a yearSan Diego, CA · Adviser representative · Firm CRD 35098
Professional designations
Listed by Seaside Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Accredited Investment Fiduciary® (AIF®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Bradley Lineberger is registered as an investment adviser representative in California, since September 2015.
- CaliforniaSince 11 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 December 2007 |
| Series 7 | General Securities Representative Examination | 19 November 2007 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley James Lineberger
- CRD
- 5280019
- Firm
- Seaside Wealth Management · CRD 271039
- Role
- President
- Office
- 6154 INNOVATION WAY, Carlsbad, CA 92009
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- seasidewealth.com
Where does Bradley Lineberger work?
Bradley Lineberger has been President of Seaside Wealth Management, Inc. since August 2015, and is a control person of the firm.
Is Bradley Lineberger a financial advisor?
Yes. Bradley Lineberger has a current investment-adviser registration in California, through Seaside Wealth Management since September 2015.
How many years of experience does Bradley Lineberger have?
Bradley Lineberger has 18 years in the financial industry, since November 2007, across 6 adviser firms.
What exams has Bradley Lineberger passed?
Bradley Lineberger has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in November 2007. FINRA credited Bradley Lineberger with the SIE, which began in October 2018.
Where did Bradley Lineberger work before Seaside Wealth Management?
Before Seaside Wealth Management, Bradley Lineberger was registered through Southwest Investment Advisors, Inc., July 2011 to July 2012; First Allied Securities, Inc., February 2011 to April 2011; LPL Financial LLC, October 2008 to February 2011; Western Financial Advisors, January 2008 to October 2008.
Where is Bradley Lineberger based?
Bradley Lineberger’s registered office is in Carlsbad, CA.
Is Bradley Lineberger registered with FINRA?
Yes. Bradley Lineberger has a current broker registration, under CRD 5280019.
Source: FINRA BrokerCheck
Is Bradley Lineberger a CFP?
Seaside Wealth Management lists Bradley Lineberger with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Brad Lineberger, CFP®, ChFC®, AIF®, CWS, RICP® biography, seasidewealth.com
How can I verify Bradley Lineberger’s record?
Search CRD 5280019 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bradley Lineberger’s full registration record.