Delta Financial Advisors, LLC
Delta Financial Advisors, LLC (CRD# 122092) is a financial advisory firm headquartered in New Orleans, LA. They manage $381,076,526 in 447 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Delta Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management381MILLION
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Total Number of Accounts447ACCOUNTS
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Average Account Value$852,520
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, GA, LA, TN, TX
Financial Advisors at Delta Financial Advisors, LLC
1
Ainsley Bishop (CRD# 4055743) is an Investment Advisor Representative working at Delta Financial Advisors, LLC in New Orleans, LA and has over 24 years of experience in the finance industry.
2
Gerard Plauche (CRD# 2423209) is an Investment Advisor Representative working at Delta Financial Advisors, LLC in New Orleans, LA and has 1 year of experience in the finance industry.
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