Terry J. Delhomme

SPIRE WEALTH MANAGEMENT

LAFAYETTE, LA 70508

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CRD#: 5028451

Professional summary

Terry James Delhomme, who also goes by Terry J Delhomme, is a registered financial advisor currently at SPIRE WEALTH MANAGEMENT, LLC located in Lafayette, Louisiana.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Terry has worked at 4 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry J Delhomme

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DELHOMME & ASSOCIATES, SALES OF FIXED INSURANCE PRODUCTS, COMMENCED 10/2005, CORP, 5% TIME SPENT, 100% OWNERSHIP, AGENT/OWNER - DELHOMME & GIROUARD, CPAs, LLC, Accounting and Tax Service; 09/01/1995; 20 hours/week; Owner; TD America, LLC d/b/a Armstrong McCall Beauty Supply Distributorship, commenced 7/1/2010. 2 hours/week; 50% Ownership, Half owner. TDA Properties, LLC; commercial and vacation property rentals; 07/01/2020; 50% owner; 2 hours/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry James Delhomme's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 10, 2018 - Present

SPIRE WEALTH MANAGEMENT, LLC

Office #1: 1819 W Pinhook Rd Suite 215b, Lafayette, LA 70508

RIA

CRD#: 113908

LAFAYETTE, LA

Past

September 30, 2009 - November 30, 2017

OXFORD ASSET MANAGEMENT, LLC

RIA

CRD#: 114571

LAFAYETTE, LA

Past

February 8, 2007 - September 11, 2007

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

LAFAYETTE, LA

Past

February 27, 2006 - February 8, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

LAFAYETTE, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(5/10/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 2/25/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

LEGACY ADVISORS, LLC | SPIRE WEALTH MANAGEMENT, LLC

CRD#: 113908 / SEC#: 801-60468

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

7901 Jones Branch Dr. Suite 810, Mclean, VA 22102

Mailing Address

7901 Jones Branch Drive Suite 800, Mclean, VA 22102

Phone number

(703) 657-6060

Established

Firm type

Fiscal year end

# of Employees

165

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 SPIRE WEALTH MANAGEMENT ADV 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	15,808
AUM (Assets Under Management)	$ 4,617,171,037

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Terry J. Delhomme

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry James Delhomme's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE WEALTH MANAGEMENT, LLC

OXFORD ASSET MANAGEMENT, LLC

MOMENTUM INDEPENDENT NETWORK INC.

AMERICAN GENERAL SECURITIES INCORPORATED

Primary Firm SEC Registration

SPIRE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2009

Series 6

Date: 2/25/2006

Current Firm

SPIRE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPIRE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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