David
Allred

Foresight Wealth Management, LLC

CRD#2496873
Investment Advisor
in Draper, UT
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About this Advisor

David Allred is a financial advisor operating in Draper, Utah, who has 10 years of experience as a financial advisor. Allred is an employee of Foresight Wealth Management, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Girard Securities, Inc, Foresight Wealth Management and Purshe Kaplan Sterling Investments. Allred maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Utah. Foresight Wealth Management, LLC is a registered investment firm that has its headquarters in Draper, Utah. It has offices in three locations and a total of 12 employees. It has $307 million in total assets across its 1,570 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,570 accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Foresight Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on the financial services. However, fee types billed by Foresight Wealth Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

11550 South 700 East Suite 100
Draper, UT 84020

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Foresight Wealth Management, LLC Brokerage Details

Total Assets Under Management

$413,847,878

UT Average: $693,624,108
Total Number of Employees

18

UT Average: 12
Total Number of Accounts

2,039

UT Average: 1,115
Average Account Size

$202,966

UT Average: $622,084

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Allred Work History

David has 10 years of experience.

2017 - Present (2 years)

Foresight Wealth Management

2017 - Present (2 years)

Purshe Kaplan Sterling Investments

2011 - 2017 (6 years)

Girard Securities, Inc

2008 - 2011 (3 years)

Axa Advisors, LLC

Disclosures

David Allred has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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