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Gerard Anthony Plauche

DELTA FINANCIAL ADVISORS, L.L.C.·NEW ORLEANS, Louisiana
Series 7Clean record15 years registeredDELTA FINANCIAL ADVISORS, L.L.C.
701 POYDRAS STREET, NEW ORLEANS, LA 70139CRD# 2423209Firm CRD# 122092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerard Anthony Plauche · NEW ORLEANS, LA
Registration
CRD #2423209 · DELTA FINANCIAL ADVISORS, L.L.C. · 15 years registered
Brand Profile
Not yet started
01

Career History

DELTA FINANCIAL ADVISORS, L.L.C.
Jan 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · January 21, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELTA FINANCIAL ADVISORS, L.L.C.
CRD 122092 · SEC 801-61891
AUM
$381M
Regulatory assets under management
Employees
4
447 client accounts
Services offered by DELTA FINANCIAL ADVISORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELTA FINANCIAL ADVISORS, L.L.C. →
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Frequently Asked Questions

What services does Gerard Anthony Plauche offer?
Gerard Anthony Plauche specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Gerard Anthony Plauche's credentials?
Gerard Anthony Plauche is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Anthony Plauche located?
Gerard Anthony Plauche is based in NEW ORLEANS, Louisiana, working with DELTA FINANCIAL ADVISORS, L.L.C.. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Gerard Anthony Plauche charge for services?
Gerard Anthony Plauche's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELTA FINANCIAL ADVISORS, L.L.C.?
DELTA FINANCIAL ADVISORS, L.L.C. has approximately 4 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ainsley Desilva Bishop
NEW ORLEANS, LA

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