Justin
Anderson
Channel Wealth, LLC
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About this Advisor
Justin Anderson is a certified financial planner working in Santa Barbara, California with 1 year of relevant experience. Anderson is on the advisory team at Channel Wealth, LLC. Anderson has gained experience at Ameriflex Financial Services, Sagepoint Financial, The Ameriflex Group, Inc and Channel Wealth, LLC. Anderson has a Series 63 license, certifying them as a securities representative, and is approved to serve investors in California, Nevada, Oregon and Texas. Channel Wealth, LLC is an advisory business based out of Santa Barbara, CA. It has offices in two locations and a total of 14 advisors. It manages $393 million in assets under management between its 1,203 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 1,203 customer accounts, 43% are held by high-net-worth clients who have greater than $1 million in investable assets. Channel Wealth, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Channel Wealth, LLC most likely consist of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Channel Wealth, LLC Brokerage Details
$392,771,527
14
1,203
$326,493
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Justin Anderson Work History
Justin has been registered as a financial advisor for 1 years.*
Channel Wealth, LLC
The Ameriflex Group, Inc
Sagepoint Financial
Ameriflex Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Channel Wealth, LLC
Santa Barbara, CA
Santa Barbara, CA
Rancho Santa Margarita, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
