Josh Laychock, financial advisor Tannersville PA

Josh Laychock

CRD Number: 4412241
Current Firm: Northeast Financial Group, Inc.

Josh Laychock (CRD# 4412241) is an Investment Advisor Representative working at Northeast Financial Group, Inc. in Tannersville, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Herbein Financial Group, LLC Wyomissing, PA Aug 2022 - Current 1
Northeast Financial Group, Inc. Allentown, PA Aug 2018 - Current 5
Northeast Financial Group, Inc. Wyomissing, PA Aug 2018 - Current 5
Northeast Financial Group, Inc. Tannersville, PA Aug 2010 - Current 13
Leigh Baldwin & Company, LLC Tannersville, PA Jul 2009 - Current 14
Northeast Financial Group, Inc. Tannersville, PA Jan 2007 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Josh R. Laychock
Phone Number: 570-688-9898
Registered State(s):
  • DE
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    775
    MILLIONS
  • Total Number of Accounts
    1,524
    ACCOUNTS
  • Average Account Value
    $508,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

DE, IL, MD, NJ, NY, PA, TX

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