Travis
Broadhurst

Lake Street Advisors

CRD#7022867
Investment Advisor
in Portsmouth, NH

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

145 Maplewood Avenue Suite 210
Portsmouth, NH 03801

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Lake Street Advisors Brokerage Details

Total Assets Under Management

$3,108,813,749

NH Average: $509,638,208
Total Number of Employees

45

NH Average: 12
Total Number of Accounts

1,858

NH Average: 581
Average Account Size

$1,673,204

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Travis Broadhurst Work History

2023 - Present (2 years)

Lake Street Advisors Group, LLC

2021 - 2023 (2 years)

Lake Street Advisors Group, LLC

2018 - 2021 (3 years)

Essential Planning, LLC

2017 - 2018 (1 year)

Eastern Bank

2017 - 2017 (< 1 year)

Robert Half

2016 - 2017 (1 year)

Service Credit Union

2016 - 2016 (< 1 year)

University Of Queensland

2014 - 2016 (2 years)

Service Credit Union

2014 - 2014 (< 1 year)

Nextgen Climate

2012 - 2014 (2 years)

Walmart

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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

William George
Portsmouth, NH
Patrick Odonnell
Boston, MA
Hunter Steadley
Portsmouth, NH
Luciana Reis
Portsmouth, NH
Rachael Bator
Portsmouth, NH
Debra Stokes
Portsmouth, NH
Nicole Dunlevy
Portsmouth, NH
Brian Thompson
Portsmouth, NH

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