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Ross L Anderson

Channel Wealth, LLC

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About Ross L Anderson

Ross L. Anderson is a financial advisor with over 10 years of experience in the industry. Ross is a Certified Financial Planner and currently works with Channel Wealth, LLC. Ross specializes in portfolio management for individuals and businesses. In the past, Ross was employed by Sagepoint Financial, Inc. and Signator Investors, Inc.. Ross provides financial planning and consulting services and charges fixed fees, hourly charges and a percentage of assets under management.

Firm Information

Ross 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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Ross Anderson’s Registration & Firm History

CA

10/28/2022 - Present

Channel Wealth, LLC (SANTA BARBARA CA)

CA

12/04/2013 - 11/01/2022

SAGEPOINT FINANCIAL, INC. (RANCHO SANTA MARGARITA CA)

CA

01/18/2011 - 12/05/2013

SIGNATOR INVESTORS, INC. (IRVINE CA)

CA

08/03/2009 - 12/07/2010

SECURITIES AMERICA, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Ross L Anderson. Review regulatory record here.
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