Macord Henri Foran
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Macord Henri Foran? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Creative Planning, LLCApr 2026 to now
- EntrewealthJan 2026 to Feb 2026
- Thurston Springer FinancialDec 2023 to Dec 2025
- Wells Fargo Advisors Financial Network, LLCOct 2021 to Dec 2023
- The Vanguard Group, Inc.Jul 2021 to Oct 2021
- Mckenney AviationMar 2021 to Jul 2021
- UnemployedAug 2020 to Mar 2021
- Cetera Investment ServicesJun 2019 to Aug 2019
- Ravens Nest Golf CourseDec 2018 to Apr 2019
- Sam Houston State UniversityAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7321816
- Firm CRD
- 105348