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
701 Poydras Street, Suite 350, New Orleans, LA 70139
https://www.deltafinad.com/
By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • 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
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 Bishop, financial advisor New Orleans LA
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 Plauche, financial advisor New Orleans LA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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