David Foret (CRD# 5995048) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 6 years of experience in the finance industry. David Foret 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Chip Partners | Farmington Hills, MI | Mar 2022 - Current | 2 |
Blue Chip Partners | Farmington Hills, MI | Nov 2016 - Mar 2022 | 5 |
Stratos Wealth Partners | Beachwood, OH | Jan 2016 - Nov 2016 | < 1 |
Not Employed - Between Companies | Beverly Hills, MI | Dec 2015 - Jan 2016 | < 1 |
Tactical Allocation Group LLC | Birmingham, MI | Dec 2009 - Nov 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2017 |
- FL
- MI
- TX
-
Total Assets Under Management1,280MILLIONS
-
Total Number of Accounts2,548ACCOUNTS
-
Average Account Value$502,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, KY, LA, MI, NC, NY, TN, TX, WI
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