Todd Cline
Todd Cline is a CFP-designated registered investment advisor at Seaside Wealth Management, INC., based in Carlsbad, CA, with 24 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 380 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee charged for asset management services. Fees are generally not negotiable.
Fee Estimator
Location
6154 Innovation Way, Carlsbad, CA, 92009
Get directionsHistory
Regulatory History (1)
Criminal
January 1988Other Business ActivitiesSells Insurance
Todd sells life insurance, annuities, and long-term care through various companies since 2019. He also provides financial education to veterans and promotes ID360 identity theft protection, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Seaside Wealth Management, INC.
Previous Registrations
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Summit Brokerage Services, INC.Broker
Cetera Wealth Services, LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
Quest Capital Strategies, INC.Broker
Intersecurities, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.