Hayley
Haslett
Lake Road Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Hayley Haslett is a certified financial planner working in Beaverton, Oregon who has 1 year of relevant experience. Haslett is an employee of Lake Road Advisors, LLC. Haslett has gained experience at Blue Water Wealth, Inc, San Diego State University, Permanent Value, Inc, Alesmith Brewing Company, Helm'S Brewing Company, Cismontane Brewing Company, The Culinary Institute Of America, Cook St. Helena, Bacara Resort and Lake Road Advisors, LLC. Haslett has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in New York, Oregon and Texas. Lake Road Advisors, LLC is a financial advisory firm based in Corning, NY. The investment advisory business has offices in two locations and just two advisors. It has $58 million in total assets among its 113 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 113 customer accounts, 42% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lake Road Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on the type of services offered. However, fee types charged by Lake Road Advisors, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lake Road Advisors, LLC Brokerage Details
$57,531,975
2
113
$509,133
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Hayley Haslett Work History
Hayley has been registered as a financial advisor for 1 years.*
Lake Road Advisors, LLC
Blue Water Wealth, Inc
San Diego State University
Permanent Value, Inc
Alesmith Brewing Company
Helm'S Brewing Company
Cismontane Brewing Company
The Culinary Institute Of America
Cook St. Helena
The Culinary Institute Of America
Bacara Resort
*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 Hayley Haslett 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 Road Advisors, LLC
Beaverton, OR
Corning, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.