Unclaimed
Justin Anderson is a financial advisor with over 20 years of experience in the industry. Justin is a Certified Financial Planner™ professional and holds Series 6, 7, 24, and 63 licenses. Justin has worked with Channel Wealth, LLC since October 2022, and has previous experience with Sagepoint Financial, Inc., Securities America, Inc., and Brecek & Young Advisors, Inc. Justin is a registered investment advisor in Arizona, California, Nevada, North Carolina, Oregon, Texas, and Washington. Justin specializes in providing financial planning and consulting services for individuals, corporations, and charitable organizations. Justin provides financial advice and consulting services to clients in a variety of areas, including retirement planning, investment management, estate planning, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning and consulting
1
2
CA
03/29/2024 - Present
Channel Wealth, LLC (SANTA BARBARA CA)
CA
01/18/2012 - 11/01/2022
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
01/23/2009 - 01/18/2012
SECURITIES AMERICA, INC. (SANTA BARBARA CA)
CA
08/22/2002 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SANTA BARBARA CA)
BC
Issued 08/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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