Delta Financial Advisors

Delta Financial Advisors (CRD# 122092) is a financial advisory firm headquartered in New Orleans, LA. They manage $370,917,927 in 719 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $515,880
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, GA, LA, MS, NH, TN, TX

Financial Advisors at Delta Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Ainsley D. Bishop
CRD#: 4055743
909 Poydras Street, Suite 1717, New Orleans, LA 70112
93
Wealthminder
score

Ainsley Bishop (CRD# 4055743) is an Investment Advisor Representative working at Delta Financial Advisors in New Orleans, LA and has over 16 years of experience in the finance industry.

2
Clifford F. Favrot
CRD#: 4570732
909 Poydras Street, Suite 1717, New Orleans, LA 70112
90
Wealthminder
score

Clifford Favrot (CRD# 4570732) is an Investment Advisor Representative working at Delta Financial Advisors in New Orleans, LA and has 1 year of experience in the finance industry. Clifford Favrot 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.

3
Gerard A. Plauche
CRD#: 2423209
228 St Charles Avenue, Suite 1100, New Orleans, LA 70130
90
Wealthminder
score

Gerard Plauche (CRD# 2423209) is an Investment Advisor Representative working at Delta Financial Advisors in New Orleans, LA and has 1 year of experience in the finance industry.

4
Frank A. Williams
CRD#: 4327523
909 Poydras Street, Suite 1717, New Orleans, LA 70112
87
Wealthminder
score

Frank Williams (CRD# 4327523) is an Investment Advisor Representative working at Delta Financial Advisors in New Orleans, LA and has 1 year of experience in the finance industry.

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