Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. (CRD# 121907) is a financial advisory firm headquartered in Kensington, MD. They manage $90,000,000 in 217 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts217ACCOUNTS
Average Account Value$414,747
- 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)
MD, NC, VA
Beverly Fischetti (CRD# 1066558) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 32 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.