Unclaimed Profile

David Taylor Pointer

WATERS, PARKERSON & CO., LLC·NEW ORLEANS, Louisiana

Series 7, Series 24, Series 63, Series 65Clean record35 years registeredWATERS, PARKERSON & CO., LLC

601 POYDRAS STREET, NEW ORLEANS, LA 70130-6013CRD# 1044827Firm CRD# 3711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Taylor Pointer · NEW ORLEANS, LA

Registration

CRD #1044827 · WATERS, PARKERSON & CO., LLC · 35 years registered

Brand Profile

Not yet started

Career History

WATERS, PARKERSON & CO., LLC

May 1991 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 14, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATERS, PARKERSON & CO., LLC

CRD 3711 · SEC 801-8754

AUM

$2.5B

Regulatory assets under management

Employees

1,855 client accounts

Services offered by WATERS, PARKERSON & CO., LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATERS, PARKERSON & CO., LLC →

Introduction

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Frequently Asked Questions

What services does David Taylor Pointer offer?

David Taylor Pointer specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are David Taylor Pointer's credentials?

David Taylor Pointer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Taylor Pointer located?

David Taylor Pointer is based in NEW ORLEANS, Louisiana, working with WATERS, PARKERSON & CO., LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.

How does David Taylor Pointer charge for services?

David Taylor Pointer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATERS, PARKERSON & CO., LLC?

WATERS, PARKERSON & CO., LLC has approximately 12 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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