Laterra Frechette is a registered investment advisor, based in Charlotte, NC, with 1 years of industry experience.
Location
214 N Tryon Street, 46 Fl, Charlotte, NC, 28202
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
September 2025 - Present · 1 yr
Truist Investment Services, INC.Broker
September 2025 - Present · 1 yr
Previous Registrations
Truist Advisory Services, INC.
October 2023 - May 2024 · 7 mos
Advice and Planning Services
February 2023 - October 2023 · 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2023 - October 2023 · 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.