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Financial ADVSR advisor directory · SEC adviser records

Channel Wealth, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Channel Wealth, LLC office in California, by city and A to Z.

The short answer

9 registered advisors work at Channel Wealth, LLC in California, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Santa Barbara (9). 2 list the CFP designation and 0 are also registered broker representatives.

Channel Wealth, LLC advisors by city in California

Every firm in California →

Santa Barbara 9

Channel Wealth, LLC advisors in California, A to Z

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Channel Wealth, LLC advisors in every state →Channel Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Channel Wealth, LLC financial advisors are in California?

9 investment adviser representatives are registered at Channel Wealth, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Channel Wealth, LLC have the most advisors?

Santa Barbara, with 9. Channel Wealth, LLC has advisors in 1 city in California.

How do I check a Channel Wealth, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Channel Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.