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Gregory Brian Woods

NPPG PLAN PROFESSIONALS, LLC·SHREWSBURY, New Jersey
Series 65Clean record3 years registeredNPPG PLAN PROFESSIONALS, LLC
494 SYCAMORE AVENUE, SHREWSBURY, NJ 07702CRD# 2911439Firm CRD# 324646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Brian Woods · SHREWSBURY, NJ
Registration
CRD #2911439 · NPPG PLAN PROFESSIONALS, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

NPPG PLAN PROFESSIONALS, LLC
Apr 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 11, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NPPG PLAN PROFESSIONALS, LLC
CRD 324646 · SEC 801-127600
AUM
$3.2B
Regulatory assets under management
Employees
2
33 client accounts
Services offered by NPPG PLAN PROFESSIONALS, LLC
Per Form ADV
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at NPPG PLAN PROFESSIONALS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Gregory Brian Woods offer?
Gregory Brian Woods is a registered financial advisor in SHREWSBURY, New Jersey. Contact their office for details on services offered.
What are Gregory Brian Woods's credentials?
Gregory Brian Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Brian Woods located?
Gregory Brian Woods is based in SHREWSBURY, New Jersey, working with NPPG PLAN PROFESSIONALS, LLC. Their office serves clients in the SHREWSBURY metropolitan area and surrounding communities.
How does Gregory Brian Woods charge for services?
Gregory Brian Woods's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percent of retirement plan assets under advisement; referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NPPG PLAN PROFESSIONALS, LLC?
NPPG PLAN PROFESSIONALS, LLC has approximately 2 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SHREWSBURY, NJ

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