Hayley
Haslett
Lake Road Advisors, LLC
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About this Advisor
Hayley Haslett is a financial advisor based in Beaverton, Oregon, working with Lake Road Advisors, LLC. Hayley has previously held positions 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, and Lake Road Advisors, LLC. Hayley has passed the Series 65 regulatory exam and is registered to provide services in New York, Oregon, and Texas. Currently, Hayley is part of Lake Road Advisors, LLC, which operates out of Beaverton, Oregon. The firm has 2 offices and 2 employees. The firm manages assets totaling $67.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lake Road Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Lake Road Advisors, LLC Brokerage Details
$67,940,409
2
115
$590,786
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
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
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 6/19/2024. 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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