Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. (CRD# 121907) is a financial advisory firm headquartered in Kensington, MD. They manage $188,805,732 in 539 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management189MILLION
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Total Number of Accounts539ACCOUNTS
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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
Jacob Defilippo (CRD# 5712967) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 7 years of experience in the finance industry.
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.
Joseph Fischetti (CRD# 2748841) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has over 27 years of experience in the finance industry.
Nicholas Angelis (CRD# 4123544) is an Investment Advisor Representative working at Delta Financial Advisors, Inc. in Kensington, MD and has 1 year of experience in the finance industry.