Travis Broadhurst is an Investment Operation Analyst at Lake Street Advisors. He is responsible for executing client trades, managing the implementation and execution of client investment decisions, and preparing alternative investment transactions.
Prior to joining Lake Street in 2021, Travis worked as a Client Service Analyst at Essential Planning in Portsmouth, New Hampshire, where he was responsible for account administration, investment analysis, and compliance. He passed his FINRA Series 7 & 66 exams in 2018 and is currently a 2021 Level I CFA candidate.
Travis grew up in Newton, New Hampshire and attended the Peter T. Paul College of Business and Economics at the University of New Hampshire, where he earned his Bachelor of Science in Economics. Travis now resides in Dover, New Hampshire. Outside of the office, he enjoys spending time with his friends and family and is an avid Boston Celtics fan.