Justin Anderson, financial advisor Santa Barbara CA
96 score

Justin Anderson

CRD Number: 4549763
Current Firm: Sagepoint Financial, Inc.

Justin Anderson (CRD# 4549763) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry. Justin Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sagepoint Financial Santa Barbara, CA Jan 2012 - Current 4
Ameriflex Financial Services Santa Barbara, CA Jun 2002 - Current 14
Securities America, Inc. Santa Barbara, CA Jan 2009 - Jan 2012 3
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Jan 2012 3
Brecek & Young Advisors, Inc. Folsom, CA Jun 2002 - Jan 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
Contact Info for Justin R. Anderson
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
  • CO
  • NV
  • NJ
  • NC
  • ND
  • SC
  • TX
  • VA
  • PR
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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