Investment Advisor
in Boise, ID

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About this Advisor

Terri Hembree is a financial advisor who works out of Boise, Idaho. Currently a registered advisor with Spc, they have accumulated 10 years of professional experience in the financial advisory industry. Hembree has Series 63 and Series 66 licenses, qualifying them as a securities broker. Hembree is able to advise investors in Idaho. Their career trajectory has included roles at Massmutual Life Insurance Company, Mml Investor Services, First Mortgage Company Of Idaho, Wells Fargo Home Loans, Idahome Loans Corp, Sigma Financial Corporation and Spc. Spc is based out of Boise, Idaho, and operates out of 464 additional offices throughout the United States. In aggregate, Spc oversees $5 billion in assets throughout 25,865 client accounts and employs more than 705 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 25,860 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Spc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

1108 N Cole Rd
Boise, ID 83704

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Spc Brokerage Details

Total Assets Under Management


ID Average: $943,424,332
Total Number of Employees


ID Average: 21
Total Number of Accounts


ID Average: 1,586
Average Account Size


ID Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Terri Hembree Work History

Terri has 10 years of experience.

2014 - Present (8 years)


2012 - Present (10 years)

Idahome Loans Corp

2012 - Present (10 years)

Sigma Financial Corporation

2010 - 2012 (2 years)

Massmutual Life Insurance Company

2010 - 2012 (2 years)

Mml Investor Services

2010 - 2012 (2 years)

First Mortgage Company Of Idaho

2010 - 2010 (< 1 year)

Wells Fargo Home Loans


Terri Hembree has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Scott Findeisen
Westerly, RI
Joseph Warsecke
Plymouth, MI
Dean Bell
Utica, MI
Blake Smith
Ottumwa, IA
Andrew Grimston
Allen Park, MI
Thomas Schalk
Gainesville, TX
Bonnie Luternow
Clarkston, MI
Marvin Boxdorfer
Greenwood, IN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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