Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Street Advisors | Portsmouth, NH | Jul 2023 - Current | < 1 |
| Lake Street Advisors | Portsmouth, NH | Apr 2022 - Jun 2023 | 1 |
| Lake Street Advisors | Portsmouth, NH | Apr 2017 - Mar 2022 | 4 |
| Lake Street Advisors | Portsmouth, NH | Aug 2015 - Apr 2017 | 1 |
| Integrated Retirement Strategies Dba Baystate Financial | Wakefield, MA | Mar 2015 - Jul 2015 | < 1 |
| Stonehearth Capital Management LLC | Danvers, MA | Jul 2013 - Feb 2015 | 1 |
- MA
- NH
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Total Assets Under Management3,109MILLIONS
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Total Number of Accounts1,858ACCOUNTS
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Average Account Value$1,673,204
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, NH, NY
Past performance is not an indication of future returns. Any legal and/or tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. We do not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Our statements and opinions are subject to change at any time without notice and should only be considered in the context of a diversified portfolio. Individual securities or markets mentioned in this article are not necessarily held in client portfolios and our opinions expressed about them should not be seen as a recommendation to buy, sell or hold any of them.
You may request a copy of the Lake Street Advisors firm Brochure, Form ADV Part 2, which describes the risk factors, strategies, affiliations, services offered, fees charged, and other important disclosures.
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