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John Foran

Advisor at LPL Financial

Updated today

Location

Somerville, NJ 08876-1932

Credentials

CFP®, Series 66

Industry experience

17 years

About

John Foran is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2020. He has held advisory roles at Raymond James Financial Services and operates his own firms, Foran Advisory Services, Inc. and Foran Financial Group. In addition to advising, he is involved in financial education through Financial Network Educators. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

54 Grove St Ste 2 A

Somerville, NJ 08876-1932

Most active in

New Jersey · Texas

Work history

LPL Financial

2020 - Present (6 years)

Foran Advisory Services, Inc.

2014 - Present (12 years)

Raymond James Financial Services Advisors Inc.

2014 - 2020 (6 years)

Raymond James Financial Services, inc.

2014 - 2020 (6 years)

Financial Network Educators

2012 - Present (14 years)

Foran Financial Group

2010 - Present (16 years)

Financial Network Advisors

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Passive / index investing
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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Flemington, NJ

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Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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CFP®, Series 63

Millington, NJ

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Annandale, NJ

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General retirement planning General estate planning guidance
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