Daniel Foran
Daniel Foran is a CFP-designated registered investment advisor at LPL Financial LLC, based in Somerville, NJ, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
54 Grove St Ste 2A, Somerville, NJ, 08876-1932
Get directionsHistory
Regulatory History (1)
Criminal
November 1977Other Business ActivitiesSells Insurance
Daniel is involved in several business activities, including non-variable insurance through Foran Financial Group since 1982, a DBA for LPL business since 2012, real estate rental since 2015, teaching for Financial Network Educators since 2012, and a business entity for tax/investment purposes since 1992.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
1717 Capital Management CompanyBroker
Financial Network Investment CorporationBroker
New England SecuritiesBroker
Chris Securities INC.Broker
Hl Securities, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.