A complete list of active advisors currently associated with Delta Financial Advisors, L.L.C.
Warmer can help you find a great advisor at Delta Financial Advisors, L.L.C. or one who fits your needs even better.
Delta Financial Advisors provides both discretionary and non‑discretionary investment supervisory services and, upon request, comprehensive financial planning that covers tax, estate, retirement and insurance matters. Its clients include individual investors (including high‑net‑worth individuals), pension and retirement plans, trusts and corporate entities, and the firm generally applies a $500,000 account minimum that may be lowered based on circumstances. The firm uses a mix of fundamental, technical and charting analysis to construct portfolios, favoring mostly long‑term equity holdings while occasionally employing short‑term trading, options or margin when appropriate. Equity allocations are guided by sector weightings relative to the S&P 500, with typical portfolios holding about 35 individual stocks and a laddered portfolio of at least 10 investment‑grade bonds; the firm also uses mutual funds or ETFs for international and small‑cap exposure and reviews accounts quarterly with written reporting and a client portal. Delta Financial Advisors manages roughly $592 million with a relatively small advisory team, resulting in an unusually high level of assets per advisor compared with peers, which is an uncommon operational profile for team firms. The brochure discloses potential conflicts tied to IRA rollovers and the receipt of institutional services from its recommended custodian, and the firm operates under a CFA‑style code of ethics with documented trade‑error and custody procedures.
To learn more about the advisors currently working at Delta Financial Advisors, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 21
| |
Metairie, LA
| 1
| |
Metairie, LA
| 15
|
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