Advisor at Hudock Capital Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hudock Capital Group
Location
Williamsport, PA 17701
Credentials
Series 65
Industry experience
3 years
Joshua Yoder is a financial advisor at Hudock Capital Group in Williamsport, PA, holding a Series 65 designation with three years of industry experience. He has worked at Hudock Capital Group since 2019, with a brief period at Autumn Alley from 2020 to 2022, and has prior experience at Bucknell University and Southern Columbia High School. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification, offering portfolio management through a wrap fee program alongside third-party reporting and account aggregation services.
Based on Hudock Capital Group
Fixed fee for financial planning services generally ranging from $1,000 to $5,000, negotiable.
Commission-based compensation received by registered representatives for securities transactions and insurance commissions from insurance products sold.
$100 to $325 per hour for modular financial planning/general consulting services, negotiable.
Account minimum: $1,000,000
400 Market Street, Suite 200
Williamsport, PA 17701
Pennsylvania · Texas
Hudock Capital Group
2022 - Present (4 years)
Autumn Alley
2020 - 2022 (2 years)
Hudock Capital Group
2019 - 2019 (1 year)
Bucknell University
2016 - 2022 (6 years)
Southern Columbia High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
CFP®, Series 66
Williamsport, PA
Hudock Capital Group
CFP®, Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Series 63, Series 65
Williamsport, PA
Hudock Capital Group
Series 65
Williamsport, PA
Hudock Capital Group
Series 65
Williamsport, PA
Hudock Capital Group
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