Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Charles Yoder

Hudock Capital Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Charles Yoder

Joshua Charles Yoder is a licensed Investment Advisor Representative with Hudock Capital Group. Joshua is a Series 65 licensed advisor and has been in the financial services industry since 2012. Joshua is registered with the state of Pennsylvania. Joshua is dedicated to providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other clients.

Firm Information

Joshua Yoder is currently registered with Hudock Capital Group. Hudock Capital Group, LLC is an investment advisor headquartered in Williamsport, Pennsylvania, with approximately $747 million in regulatory assets under management. The firm specializes in financial planning and portfolio management services for high-net-worth individuals, corporations, and charitable organizations. Hudock Capital Group offers wrap fee programs and provides investment advisory services to a diverse clientele, including individuals, businesses, and non-profit organizations.
Hudock Capital Group

400 MARKET STREET

WILLIAMSPORT, PA 17701

$747.23M

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Yoder’s Registration & Firm History

PA

02/16/2024 - Present

Hudock Capital Group (WILLIAMSPORT PA)

Not sure if Joshua Charles Yoder is right for you?

Licenses & Designations

IA

Issued 08/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Charles Yoder.
Not sure if Joshua Charles Yoder is right for you?