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
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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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