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Craig Alan Grover

Investment adviser representative at Northeast Planning Associates, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$414MFirm assets

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How the firm charges

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

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Northeast Planning Associates, Inc.Nov 2016 to now
  2. LPL Financial, LLCNov 2016 to now
  3. Mid Atlantic Financial Management, Inc.Apr 2014 to Jul 2017
  4. Mid Atlantic Capital CorporationApr 2014 to Nov 2016
  5. Penobscot Financial AdvisorsDec 2012 to Nov 2016

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (ME).

Northeast Planning Associates, Inc.

$414MAssets managed
959Clients
74Advisers
9 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
4573502
Firm CRD
131406
Advisor's SEC record (opens in a new tab)
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