Justin
Pollack
Channel Wealth, LLC
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About this Advisor
Justin Pollack is a financial advisor operating in Santa Barbara, California with a total of 1 year of relevant experience. Pollack is currently employed by Channel Wealth, LLC. Their career trajectory has included roles at A. G. Edwards & Sons, Inc, Wachovia Securities, LLC, Wedbush Morgan Securities, Sagepoint Financial and Channel Wealth, LLC. Pollack has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Channel Wealth, LLC is a financial advisory company headquartered in Santa Barbara, CA. The company has offices in two locations and a total of 14 financial advisors. It manages $393 million in assets between its 1,203 accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,203 accounts, 43% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business provides 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. Fees for financial advisory services usually vary depending on which service is offered. Fee types charged by Channel Wealth, LLC can be comprised of some combination 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 Pollack Work History
Justin has been registered as a financial advisor for 1 years.*
Channel Wealth, LLC
Sagepoint Financial
Wedbush Morgan Securities
Wachovia Securities, LLC
A. G. Edwards & Sons, Inc
*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 Pollack 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
Santa Barbara, CA
Rancho Santa Margarita, 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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