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Gregory Brian Woods

Investment adviser representative at Nppg Plan Professionals, LLC
15 yearsExperience
2 statesRegistered in
$6.3BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Nppg Plan Professionals, LLCDec 2022 to now
  2. National Professional Planning Group, Inc.Oct 2022 to now
  3. No EmployerAug 2021 to Oct 2022
  4. Bpas Fiduciary Services/hand Benefits & Trust/bpasJan 2011 to Aug 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Nppg Plan Professionals, LLC

$6.3BAssets managed
64Clients
2Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2911439
Firm CRD
324646
Advisor's SEC record (opens in a new tab)
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