Delta Financial Advisors

Delta Financial Advisors (CRD# 122092) is a financial advisory firm headquartered in New Orleans, LA. They manage $461,869,327 in 679 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $680,220
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
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 - 2 of 2 top financial advisors.
1
Ainsley D. Bishop
CRD#: 4055743
909 Poydras Street, Suite 1717, New Orleans, LA 70112

Ainsley Bishop (CRD# 4055743) is an Investment Advisor Representative working at Delta Financial Advisors in New Orleans, LA and has over 20 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 in New Orleans, LA and has 1 year of experience in the finance industry.

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