Delta Financial Group, Ltd.

Delta Financial Group, Ltd. (CRD# 112936) is a financial advisory firm headquartered in Fraser, CO. They manage $17,114,552 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $188,072
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
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.

CO

Financial Advisors at Delta Financial Group, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Rosemary Y. Reed
CRD#: 1602300
Ridgway, CO
96
Wealthminder
score

Rosemary Reed (CRD# 1602300) is an Investment Advisor Representative working at Delta Financial Group, Ltd. in Ridgway, CO and has over 27 years of experience in the finance industry. Rosemary Reed 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.

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