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 operating in Portsmouth, New Hampshire with 2 years of industry experience. Broadhurst is on the advisory team at Lake Street Advisors. The advisor has gained experience at Essential Planning, LLC, Eastern Bank, Robert Half, Service Credit Union, University Of Queensland, Nextgen Climate, Walmart, Sanborn Regional School District and Lake Street Advisors Group, LLC. Broadhurst maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and New Hampshire. Lake Street Advisors is an advisory business headquartered in Portsmouth, NH. The firm has a total of 43 employees. It controls $3 billion in total assets across its 1,862 accounts, making it one of the largest firms in the United States by assets under management. Of its 1,862 customer accounts, 99% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on the services offered. However, fee types charged by Lake Street Advisors can be comprised of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

$2,888,383,638

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

43

NH Average: 12
Total Number of Accounts

1,862

NH Average: 581
Average Account Size

$1,551,226

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

Travis has been registered as a financial advisor for 2 years.*

2021 - Present (3 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

2009 - 2013 (4 years)

Sanborn Regional School District

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Debra Stokes
Portsmouth, NH
Hunter Steadley
Portsmouth, NH
Joseph Chase
Portsmouth, NH
Patrick Odonnell
Boston, MA
Brian Thompson
Portsmouth, NH
Nicole Dunlevy
Portsmouth, NH
Reilly Smith
Boston, MA
Jaclyn Hirl
Portsmouth, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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