Beverly Fischetti (CRD# 1066558) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 38 years of experience in the finance industry. Beverly Fischetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Kensington, MD | Oct 2017 - Current | 6 |
| Regulus, LLC | Kentwood, MI | Aug 2015 - Current | 8 |
| Delta Financial Advisors, Inc. | Kensington, MD | Nov 1992 - Current | 31 |
| American Portfolios Financial Services, Inc. | Kensington, MD | Jun 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
- MD
- NC
- VA
-
Total Assets Under Management189MILLIONS
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$350,289
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, FL, LA, MD, NC, TX, VA
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