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Edna Theresa Delphin

Investment adviser representative at Retirement Plan Advisors, LLC
15 yearsExperience
2 statesRegistered in
$3.5BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Retirement Plan Advisors, LLCJan 2011 to now
  2. Cambridge Investment Research, IncJan 2011 to now

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Retirement Plan Advisors, LLC

$3.5BAssets managed
10,031Clients
46Advisers
22 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
5213522
Firm CRD
122758
Advisor's SEC record (opens in a new tab)
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