Delta Financial Advisors, LLC

Delta Financial Advisors, LLC (CRD# 122092) is a financial advisory firm headquartered in New Orleans, LA. They manage $339,033,824 in 456 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    339
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $743,495
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
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
Showing 1 - 2 of 2 top financial advisors.
1
Ainsley D. Bishop
CRD#: 4055743
701 Poydras Street, Ste 350, New Orleans, LA 70139

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 A. Plauche
CRD#: 2423209
701 Poydras Street, Suite 350, New Orleans, LA 70139

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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