Sarah Whaley Drake

Current Employers

Employment History

• 07/2021 → Present
  Lpl Financial, Llc
  Bedford, NH
• 05/2016 → 09/2023
  Town Of Raymond
  Raymond, NH
• 03/2020 → 07/2021
  Lincoln Financial
  Dover, NH
• 04/2019 → 03/2020
  The Cigna Group
  Hooksett, NH
• 07/2021 → Present
  Northeast Planning Associates, Inc.
  Fairhaven, MA

Other Businesses

1) 04/29/2024 - Northeast Planning Associates, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/17/2024 - 120 Hrs/Mth - 6 Hrs During Trading. 2) 04/29/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:04/19/2024 - 20 Hrs/Mth - 2 Hrs During Trading. 3) 09/26/2025 - Northeast Planning Associates, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:09/05/2025 - 4 Hrs/Mth - 1 Hrs During Trading.I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-21
• S63 Uniform Securities Agent State Law Examination
  2023-12-19

Other Names

• Sarah Whaley Castelot