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Justin Robert Anderson

Channel Wealth, LLC

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About Justin Robert Anderson

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.

Firm Information

Justin Anderson is currently registered with Channel Wealth, LLC. Channel Wealth, LLC is an investment advisor headquartered in Santa Barbara, CA. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and consulting services. Channel Wealth manages approximately $530.5 million in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. They have a team of 7 licensed agents and 8 investment advisor representatives.
Channel Wealth, LLC

3700 STATE STREET

SANTA BARBARA, CA 93105

$530.54M

Assets Under Management

115

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning and consulting

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Justin Anderson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Justin Robert Anderson. Review regulatory record here.
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