Craig
Grover
Northeast Planning Associates, Inc
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About this Advisor
Craig Grover is a chartered financial consultant working out of Bangor, Maine who has 7 years of relevant experience. Grover currently works for Northeast Planning Associates, Inc. Throughout their career, they have worked at Ing Financial Partners, Inc, Penobscot Financial Advisors, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, Lpl Financial, LLC and Northeast Planning Associates, Inc. Grover has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Maine. Northeast Planning Associates, Inc is an advisory firm operating out of Bedford, NH. The company has offices in 32 locations and a total of 126 people on staff. It oversees $256 million in assets among its 1,263 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,263 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. Northeast Planning Associates, Inc offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Northeast Planning Associates, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northeast Planning Associates, Inc Brokerage Details
$255,646,737
126
1,263
$202,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Craig Grover Work History
Craig has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Northeast Planning Associates, Inc
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Penobscot Financial Advisors
Ing Financial Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Grover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northeast Planning Associates, Inc
Bangor, ME
Bedford, NH
Bedford, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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