Beverly Ann Fischetti

Employer firm

Delta Financial Advisors, Inc CRD 121907

$234M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1992 → Present
  Delta Financial Advisors, Inc
  Kensington, MD
• 08/2015 → Present
  Regulus, Llc
  Kentwood, MI
• 10/2017 → 11/2021
  Beacon Global Advisor Network, Llc
  Kensington, MD

Previous Registrations

• 2017-10-17 → 2021-11-09
  Beacon Global Advisor Network, Llc
  Kensington, MD
• 1994-01-31 → 2006-12-31
  Fsc Securities Corporation
  Kensington, MD

Other Businesses

1) DELTA FINANCIAL ADVISORS INC; 10539 METROPOLITAN AVENUE, KENSINGTON, MD 20895; INVESTMENT RELATED; 180 HRS/MONTH, 80 DURING TRADING HOURS; START 1/1/2018; CHIEF PLANNER; FEE-BASED COMPENSATION; PROVIDES FINANCIAL PLANNING AND INVESTMENT MANAGEMENT AND ALLOCATION 2) INDEPENDENT INSURANCE AGENT; KENSINGTON, MD; LESS THAN 10 HOURS PER MONTH DURING TRADING; INSURANCE AGENT START 1-1-1991; INSURANCE AGENT; PROVIDES INSURANCE SERVICES AND REVIEW 3)BEVERLY A FISCHETTI CPA. LOCATION: 10539 METROPOLITAN AVENUE, KENSINGTON MARYLAND, 20895. PHONE: 301-962-0480. NATURE OF BUSINESS IS TAX PREPARATION SERVICES. TITLE: OWNER. ACTIVITY BEGAN ON 1/03/2017 AND DEVOTES 25 HOURS PER MONTH AND 0 HOURS PER MONTH DURING TRADING HOURS. THIS IS NOT INVESTMENT RELATED. DUTIES AND RESPONSIBILITIES INCLUDE PREPARATION OF IRS FILINGS FOR 1040, 1041 FOR CLIENTS AND PROVIDES ADVICE ON TAX MATTERS RELATED TO INDIVIDUAL TAXATION. NO SUPERVISOR AND RECEIVES COMPENSATION HOURLY. 4) REGULUS ADVISORS, LLC; REGISTERED REPRESENTATIVE; KENSINGTON, MD; UP TO 40 HOURS PER WEEK DURING TRADING HOURS; BROKER DEALER PRODUCT SALES; INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-05
• S63 Uniform Securities Agent State Law Examination
  1985-06-26

Designations

• Certified Financial Planner