IN THE NEWS

Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Foreman Financial Group to the Firm, Adding Over $80 Million in AUM

Posted by Prospera Financial on May 10, 2017

Prospera Financial Services, Inc. (Prospera) is proud to announce the affiliation of Robin Foreman and Kristina Dunn of Foreman Financial Group to the firm.

DALLAS, May 9, 2017 /PRNewswire/ — Previously with Summit Brokerage Services, the team brings with them over $80 million in AUM. Prospera, a privately held company, is a Texas based financial firm founded in 1982 as a full-service, boutique broker-dealer and support organization for successful independent Financial Professionals across the country.

Foreman Financial Group is a mother-daughter team with a combined 54 years of experience in the financial services industry, serving a small rural community in Western Maryland. As CERTIFIED FINANCIAL PLANNER™ professionals, both Robin and Kristina serve the unique needs of their clients with customized attention and a fiduciary standard of care.

“We spent much time and energy in selecting a new broker-dealer and were attracted to the boutique nature of Prospera Financial Services. We looked for a firm that would provide us an avenue to build lasting relationships with those who would help us in serving our clients. Our team looks forward to a long and successful relationship with Prospera Financial Services.” – Robin Foreman

About Prospera Financial Services

Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, TX, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014 and 2015. The firm supports Independent Financial Advisors nationwide. For more information about Prospera, visit http://www.joinprospera.com/.

Media Contact:

Tarah Mattia Carlow
Senior Vice President, Marketing and Advisor Loyalty
Prospera Financial Services, Inc.
(972) 581-3015
Tarah.carlow@prosperafinancial.com
www.joinprospera.com