David Foret, financial advisor Farmington Hills MI

David Foret

CRD Number: 5995048
Current Firm: Blue Chip Partners, LLC

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.

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Professional Designations
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
Contact Info for David S. Foret
Phone Number: 248-848-1111
Registered State(s):
  • FL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,280
    MILLIONS
  • Total Number of Accounts
    2,548
    ACCOUNTS
  • Average Account Value
    $502,253
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, KY, LA, MI, NC, NY, TN, TX, WI

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