Travis
Broadhurst
Lake Street Advisors
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About this Advisor
Travis Broadhurst is a financial advisor based in Portsmouth, New Hampshire, working with Lake Street Advisors. Travis has previously held positions at Essential Planning, LLC, Eastern Bank, Robert Half, Service Credit Union, University Of Queensland, Nextgen Climate, Walmart, and Lake Street Advisors Group, LLC. Travis has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Travis is part of Lake Street Advisors, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 45 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Lake Street Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$3,108,813,749
45
1,858
$1,673,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Travis Broadhurst Work History
Lake Street Advisors Group, LLC
Lake Street Advisors Group, LLC
Essential Planning, LLC
Eastern Bank
Robert Half
Service Credit Union
University Of Queensland
Service Credit Union
Nextgen Climate
Walmart
Disclosures
Please visit the SEC profile of Travis Broadhurst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lake Street Advisors
Boston, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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