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DELTA FINANCIAL ADVISORS, L.L.C.
DELTA FINANCIAL ADVISORS, L.L.C.
NEW ORLEANS, Louisiana
·
2 registered advisors
·
CRD# 122092
SEC# 801-61891
0
504 522-9019
01
Firm Overview
AUM
$381M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DELTA FINANCIAL ADVISORS, L.L.C.
2 registered advisors
Ainsley Desilva Bishop
NEW ORLEANS, Louisiana
CRD# 4055743
Gerard Anthony Plauche
NEW ORLEANS, Louisiana
CRD# 2423209
05
Office Locations
NEW ORLEANS, Louisiana
2 advisors
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Data sourced from SEC Form ADV filings. DELTA FINANCIAL ADVISORS, L.L.C. (CRD# 122092) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.