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