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CFP
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CFP

John Foran

LPL Financial LLC
18 Years of Experience
Somerville, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Foran is a CFP-designated registered investment advisor at LPL Financial LLC, based in Somerville, NJ, with 18 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

54 Grove St Ste 2A, Somerville, NJ, 08876-1932

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John operates under the DBA Foran Financial Group for his LPL business since 2012 and also engages in non-variable insurance activities under the same name. He also teaches for Financial Network Educators and has a business entity, Foran Advisory Services, Inc., for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
November 2020 - Present · 5 yrs 11 mos
LPL Financial LLCBroker
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2014 - December 2020 · 6 yrs 1 mo
Raymond James Financial Services, INC.Broker
October 2014 - December 2020 · 6 yrs 2 mos
LPL Financial LLC
July 2010 - November 2014 · 4 yrs 4 mos
LPL Financial LLCBroker
July 2008 - November 2014 · 6 yrs 4 mos
State Registrations25 states
ALAZCACOCTDCDEFLGAMDMEMNMONCNHNJNVNYPASCTNTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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