Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. (CRD# 271039) is a financial advisory firm headquartered in Carlsbad, CA. They manage $284,791,984 in 952 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management285MILLION
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Total Number of Accounts952ACCOUNTS
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Average Account Value$299,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, NE, TN, TX
Matthew Callahan (CRD# 5903787) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 11 years of experience in the finance industry.
Bradley Lineberger (CRD# 5280019) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 16 years of experience in the finance industry.
Ronan Figueroa (CRD# 7792820) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has 1 year of experience in the finance industry.