People Moves
Raymond James Financial Services Recruits Two Teams From LPL
The independent broker-dealer Raymond James Financial Services has recruited two new advisor teams from LPL Financial in Green Brook, NJ.
The independent broker-dealer Raymond James Financial Services has recruited two new advisor teams from LPL Financial in Green Brook, NJ.
Financial advisors Dan Foran, John Foran and Jessica Foran
operate as The Foran Financial Group while Brian Sweatt and Mark
Walters operate as Sweatt & Walters, Insurance & Investment
Advisors.
The five of them collectively managed nearly $200 million in
client assets at their former firm, LPL.
While they function as two independent firms, they share many resources and clients, Raymond James said. Sweatt & Walters is a satellite office of the Foran Financial Group branch - both are located at The Green Brook Office Park and offer securities through RJFS.
Also joining Raymond James as part of The Foran Financial Group are operations manager, Jennifer Cerrat, and client service managers Anne Kukoda and Diane Zychlinski. Along with Sweatt & Walters, Dina Didario has joined as an operations manager.
