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 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
    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, GA, LA, MS, TN, TX

Financial Advisors at Delta Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Ainsley Bishop, financial advisor New Orleans LA
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 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 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals