Joseph
O'Flaherty
Channel Wealth, LLC
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About this Advisor
Joseph O'Flaherty is a financial advisor based out of Santa Barbara, California with 1 year of industry experience. O'Flaherty is an employee of Channel Wealth, LLC. Throughout their career, O'Flaherty has worked at Santa Barbara Asset Mangment, LLC and Channel Wealth, LLC. O'Flaherty holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in California. Channel Wealth, LLC is an advisory business headquartered in Santa Barbara, CA. It has offices in two locations and a total of 14 financial advisors. It administers $393 million in assets under management between its 1,203 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,203 customer accounts, 43% belong to high-net-worth investors who have at least $1 million in assets. The company 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 usually vary depending on which service is provided. Fees charged by Channel Wealth, LLC most likely include 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
Joseph O'Flaherty Work History
Joseph has been registered as a financial advisor for 1 years.*
Channel Wealth, LLC
Santa Barbara Asset Mangment, LLC
*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 Joseph O'Flaherty 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
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