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Alexander Farnum Lippitt

NORTHEAST FINANCIAL GROUP, INC.·ALLENTOWN, Pennsylvania
Series 3Clean record3 years registeredNORTHEAST FINANCIAL GROUP, INC.
3435 WINCHESTER ROAD, ALLENTOWN, PA 18104CRD# 7610217Firm CRD# 122609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Farnum Lippitt · ALLENTOWN, PA
Registration
CRD #7610217 · NORTHEAST FINANCIAL GROUP, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

LAKEWOOD FINANCIAL GROUP, LLC
Jan 2026 – present
NORTHEAST FINANCIAL GROUP, INC.
Aug 2022 – Feb 2026
Evanston, IL
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · August 19, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHEAST FINANCIAL GROUP, INC.
CRD 122609 · SEC 801-78187
AUM
$1.0B
Regulatory assets under management
Employees
9
1,639 client accounts
Services offered by NORTHEAST FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at NORTHEAST FINANCIAL GROUP, INC. →
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05

Frequently Asked Questions

What services does Alexander Farnum Lippitt offer?
Alexander Farnum Lippitt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Alexander Farnum Lippitt's credentials?
Alexander Farnum Lippitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Farnum Lippitt located?
Alexander Farnum Lippitt is based in ALLENTOWN, Pennsylvania, working with NORTHEAST FINANCIAL GROUP, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Alexander Farnum Lippitt charge for services?
Alexander Farnum Lippitt's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHEAST FINANCIAL GROUP, INC.?
NORTHEAST FINANCIAL GROUP, INC. has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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ALLENTOWN, PA
Josh Robert Laychock
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