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Alexander Farnum Lippitt

Northeast Financial Group, Inc.

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About Alexander Farnum Lippitt

Alexander Farnum Lippitt is an Investment Advisor Representative with Northeast Financial Group, Inc. Alexander Farnum Lippitt has been in the financial industry since July 2013. Alexander Farnum Lippitt is registered with the state of Illinois. Alexander Farnum Lippitt has the Series 3 license. Alexander Farnum Lippitt is a Chartered Financial Analyst.

Firm Information

Alexander Lippitt is currently registered with Northeast Financial Group, Inc.. Northeast Financial Group, Inc. is an investment advisor based in Allentown, Pennsylvania, with approximately $1 billion - $10 billion in assets under management. They provide a range of advisory services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. They serve a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors.
Northeast Financial Group, Inc.

3435 WINCHESTER ROAD

ALLENTOWN, PA 18104

$1.00B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexander Lippitt’s Registration & Firm History

IL

12/12/2024 - Present

Northeast Financial Group, Inc. (Evanston IL)

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Licenses & Designations

BC

Issued 12/22/2015

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Farnum Lippitt.
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