Gregory
Woods

Nppg Plan Professionals, LLC

CRD#2911439
Investment Advisor
in Shrewsbury, NJ

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About this Advisor

Gregory Woods is a financial advisor based in Shrewsbury, New Jersey, working with Nppg Plan Professionals, LLC. Gregory has previously held positions at Nppg Plan Professionals, LLC, Bpas Fiduciary Services/Hand Benefits & Trust/Bpas, National Professional Planning Group, Inc, and No Employer. Gregory has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Gregory is part of Nppg Plan Professionals, LLC, which operates out of Shrewsbury, New Jersey. The firm has 1 office and 2 employees. The firm manages assets totaling $3.2 billion. The services offered by the firm include pension consulting services, selection of other advisers, and educational seminars. The fee structure at Nppg Plan Professionals, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

494 Sycamore Avenue Suite 100
Shrewsbury, NJ 07702

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Nppg Plan Professionals, LLC Brokerage Details

Total Assets Under Management

$3,177,963,477

NJ Average: $10,121,009,343
Total Number of Employees

2

NJ Average: 92
Total Number of Accounts

33

NJ Average: 6,978
Average Account Size

$96,301,924

NJ Average: $1,450,417

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Woods Work History

2022 - Present (2 years)

Nppg Plan Professionals, LLC

2022 - Present (2 years)

National Professional Planning Group, Inc

2021 - 2022 (1 year)

No Employer

2011 - 2021 (10 years)

Bpas Fiduciary Services/Hand Benefits & Trust/Bpas

Disclosures

Please visit the SEC profile of Gregory Woods 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 Nppg Plan Professionals, LLC

Gregory Woods
Shrewsbury, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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