Beverly
Fischetti
Delta Financial Advisors, Inc
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About this Advisor
Beverly Fischetti is a certified financial planner based in Kensington, Maryland with 19 years of industry experience. Fischetti is an employee of Delta Financial Advisors, Inc. Their career trajectory has included roles at Delta Financial Advisors, Inc, American Portfolios Financial Services, Inc, Regulus, LLC and Beacon Global Advisor Network, LLC. Fischetti maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland, North Carolina and Virginia. Delta Financial Advisors, Inc is a financial advisory company headquartered in Kensington, MD. It handles $160 million in total assets between its 479 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 479 accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on the type of financial services provided. However, fees charged by Delta Financial Advisors, Inc likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Financial Advisors, Inc Brokerage Details
$160,111,540
7
479
$334,262
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Beverly Fischetti Work History
Beverly has been registered as a financial advisor for 19 years.*
Beacon Global Advisor Network, LLC
Regulus, LLC
Delta Financial Advisors, Inc
American Portfolios Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Beverly Fischetti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Financial Advisors, Inc
Kensington, MD
Kensington, MD
Kensington, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
