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John Gilbert Frechette

Investment adviser representative at Foundry Financial LLC
11 yearsExperience
2 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

11 years in the industry.

  1. Foundry Financial LLCOct 2025 to now
  2. Trust Company of the SouthAug 2022 to Oct 2025
  3. Huber Engineered WoodsSep 2021 to Aug 2022
  4. Lowe's Companies, Inc.Jun 2019 to Sep 2021
  5. CaterpillarMay 2018 to Aug 2018
  6. CaterpillarJun 2017 to Aug 2017
  7. Increase ExpertJan 2017 to May 2017
  8. Liberty UniversityAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
8175678
Firm CRD
300122
Advisor's SEC record (opens in a new tab)
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