Terry DelhommeCRD Number: 5592888
Current Firm: Oxford Asset Management, LLC
Terry Delhomme (CRD# 5592888) is an Investment Advisor Representative working at Oxford Asset Management, LLC in Lafayette, LA and has over 9 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Oxford Asset Management, LLC||Mcallen, TX||May 2011 - Current||6|
|Edward Jones||St Louis, MO||Sep 2008 - May 2011||2|
|The Jefferson Street Pub||Lafayette, LA||Jan 2003 - Aug 2008||5|
|One Source Wealth Advisors||Lafayette, LA||May 2007 - May 2008||1|
|University Of Louisiana||Lafayette, LA||May 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management90MILLIONS
Total Number of Accounts1,263ACCOUNTS
Average Account Value$71,329
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, LA, TX