Travis Broadhurst (CRD# 7022867) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 4 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Street Advisors Group, LLC | Portsmouth, NH | Jun 2023 - Current | < 1 |
| Lake Street Advisors Group, LLC | Portsmouth, NH | Apr 2021 - May 2023 | 2 |
| Essential Planning, LLC | Portsmouth, NH | Sep 2018 - Mar 2021 | 2 |
| Eastern Bank | Dover, NH | Nov 2017 - Sep 2018 | < 1 |
| Robert Half | Portsmouth, NH | Sep 2017 - Nov 2017 | < 1 |
| Unemployed | Newton, NH | Aug 2017 - Sep 2017 | < 1 |
| Service Credit Union | Portsmouth, NH | Jun 2016 - Aug 2017 | 1 |
| University Of Queensland | St. Lucia, | Feb 2016 - Jun 2016 | < 1 |
| Service Credit Union | Portsmouth, NH | Nov 2014 - Feb 2016 | 1 |
| Nextgen Climate | Durham, NH | Oct 2014 - Nov 2014 | < 1 |
| Walmart | Epping, NH | Jul 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MA
- NH
-
Total Assets Under Management3,109MILLIONS
-
Total Number of Accounts1,858ACCOUNTS
-
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
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