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Gerard Anthony Plauche

DELTA FINANCIAL ADVISORS, L.L.C.·NEW ORLEANS, Louisiana
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701 POYDRAS STREET, NEW ORLEANS, LA 70139CRD# 2423209Firm CRD# 122092
01

About

Gerard Anthony Plauche is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with DELTA FINANCIAL ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DELTA FINANCIAL ADVISORS, L.L.C.
DELTA FINANCIAL ADVISORS, L.L.C.
AUM
$381M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at DELTA FINANCIAL ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2423209
Firm CRD# 122092
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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