Terry
Delhomme
Stone Wealth Partners LLC
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About this Advisor
Terry Delhomme is a financial advisor based in Lafayette, Louisiana, working with Stone Wealth Partners LLC. Terry has previously held positions at Oxford Asset Management, LLC, Spire Investment Partners, and Stone Wealth Partners LLC. Terry has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Terry is part of Stone Wealth Partners LLC, which operates out of Lafayette, Louisiana. The firm has 1 office and 5 employees. The firm manages assets totaling $102.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Stone Wealth Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stone Wealth Partners LLC Brokerage Details
$102,110,461
5
652
$156,611
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Terry Delhomme Work History
Stone Wealth Partners LLC
Spire Investment Partners
Oxford Asset Management, LLC
Disclosures
Please visit the SEC profile of Terry Delhomme to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stone Wealth Partners LLC
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
Lafayette, LA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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