Unclaimed Profile

David Scott Foret

BLUE CHIP PARTNERS, INC.·FARMINGTON HILLS, Michigan

Series 65Clean record9 years registeredBLUE CHIP PARTNERS, INC.

38505 COUNTRY CLUB DRIVE, FARMINGTON HILLS, MI 48331CRD# 5995048Firm CRD# 132437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Foret · FARMINGTON HILLS, MI

Registration

CRD #5995048 · BLUE CHIP PARTNERS, INC. · 9 years registered

Brand Profile

Not yet started

Career History

BLUE CHIP PARTNERS, LLC

May 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 19, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE CHIP PARTNERS, LLC

CRD 132437 · SEC 801-64705

AUM

$1.3B

Regulatory assets under management

Employees

2,548 client accounts

Services offered by BLUE CHIP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE CHIP PARTNERS, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FARMINGTON HILLS?

Browse all registered financial advisors in FARMINGTON HILLS, Michigan or claim this profile if it's yours.

Browse FARMINGTON HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Scott Foret offer?

David Scott Foret specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON HILLS, Michigan for a consultation.

What are David Scott Foret's credentials?

David Scott Foret is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Foret located?

David Scott Foret is based in FARMINGTON HILLS, Michigan, working with BLUE CHIP PARTNERS, INC.. Their office serves clients in the FARMINGTON HILLS metropolitan area and surrounding communities.

How does David Scott Foret charge for services?

David Scott Foret's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE CHIP PARTNERS, INC.?

BLUE CHIP PARTNERS, INC. has approximately 28 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →