Daniel Foran, financial advisor Somerville NJ

Daniel Foran

CRD Number: 1056666
Current Firm: Lpl Financial LLC

Daniel Foran (CRD# 1056666) is an Investment Advisor Representative working at Lpl Financial LLC in Somerville, NJ and has over 38 years of experience in the finance industry. Daniel Foran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Somerville, NJ Nov 2020 - Current 3
Financial Network Educators Branchburg & Piscataway, NJ Jan 2012 - Current 12
Foran Financial Group Somerville, NJ Aug 2010 - Current 13
Financial Network Advisors Somerville, NJ Mar 1999 - Current 25
Foran Financial Group Somerville, NJ Jan 1978 - Current 46
Raymond James Financial Services Advisors Inc. Somerville, NJ Nov 2014 - Nov 2020 6
Raymond James Financial Services, Inc. Somerville, NJ Oct 2014 - Nov 2020 6
Linsco/private Ledger Corp. Greenbrook, NJ Feb 1997 - Oct 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel T. Foran
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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