Gerard Anthony Plauche
Investment adviser representative at Delta Financial Advisors, L.L.C.
23 yearsExperience
2 statesRegistered in
CFADesignation
$592.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Delta Financial Advisors, L.L.C.Jan 2003 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Delta Financial Advisors, L.L.C.
$592.3MAssets managed
217Clients
3Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2423209
- Firm CRD
- 122092