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Gerard Anthony Plauche

Delta Financial Advisors, L.L.C.

Metairie, LA

CRD 2423209

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Employer firm

Delta Financial Advisors, L.l.c. CRD 122092

$592M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Delta Financial Advisors, L.L.C.

111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-03-10
TX RA APPROVED 2011-01-21
  • LA RA
    APPROVED
    Since 2023-03-10
  • TX RA
    APPROVED
    Since 2011-01-21

Branch Locations

111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delta Financial Advisors, Llc New Orleans LA 01/2003 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

RUFUS PRADOS CRESSEND
Ellen Alisse Geissal Morvant
James Anthony Ray

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA

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