Kevin Duane Lum
Investment adviser representative at Foundry Financial LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$232.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Foundry Financial LLCJan 2019 to now
- The TableMar 2013 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Foundry Financial LLC
$232.6MAssets managed
184Clients
10Advisers
1 yearIn 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
- 7054281
- Firm CRD
- 300122