Laterra Angeliq Frechette
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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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
11 years in the industry.
- Truist Advisory Services, Inc.Sep 2025 to now
- Truist Investment Services, IncSep 2025 to now
- TruistApr 2024 to Sep 2025
- Truist Advisory Services, IncOct 2023 to Apr 2024
- TIAAJan 2023 to Sep 2023
- TIAA-CREF Individual & Institutional Services, LLCJan 2023 to Sep 2023
- PrideoneSep 2022 to Dec 2022
- TIAAJun 2022 to Dec 2022
- TIAAJun 2021 to Aug 2021
- AmazonMay 2020 to Jun 2020
- Darla Moore School of Business / University of South CarolinaOct 2019 to Jan 2023
- University of South CarolinaAug 2019 to May 2022
- UnemployedJun 2019 to Aug 2019
- Capital City GymnasticsJul 2016 to Jan 2023
- Richland Northeast High SchoolJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7537990
- Firm CRD
- 283390