Privacy Policy

In compliance with Title V of the Gramm-Leach-Bliley Act of 1999, Delta Financial Advisors is pleased to provide you with the following notice as evidence of our respect for your privacy and our ongoing commitment to preserve the integrity of our relationship.

Delta Financial Advisors maintains certain non-public personal information about prospective, current and former clients. Non-public personal information includes but is not limited to information gathered from our discretionary and/or non-discretionary letters of agreement, forms and other information which you provide to us whether in writing, person, by telephone or by any other means such as your name, address, social security number, assets, income, debt, trading activity, payment history, etc. Access to this information is restricted to employees of the company and is not disclosed to third parties except in furtherance of our business commitment to you or as compelled by law.

We maintain physical, electronic and procedural safeguards that comply with federally mandated standards to protect your non-public personal information. We continually update and improve our security standards, procedures and technology to preserve your privacy. Custodial broker-dealers of your choice and their affiliates are likewise required to maintain policies and procedures to protect your privacy that must be disclosed to you.

If you have any questions about our policy or the privacy of your non-public information, please call or write to:

Gerard A. Plauché, CFA
Delta Financial Advisors, L.L.C.
701 Poydras St., Suite 350
New Orleans, LA 70139
504-522-9019
1-888-522-9019
gplauche@deltafinad.com