DBA SEASIDE FINANCIAL & INSURANCE SERVICES
Tel: (760) 433-4632 2888 Loker Ave East Suite 110 Carlsbad, California 92010
About DBA SEASIDE FINANCIAL & INSURANCE SERVICES
DBA SEASIDE FINANCIAL & INSURANCE SERVICES is a Carlsbad, California based financial advisory firm with nearly $73,309,543 in assets under management and provides investment advisory services for 381 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
289985
Firm SEC#:
801-112721
Assets Under Management:
$73,309,543
No. of Clients:
381
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
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