Unclaimed Profile

David Taylor Pointer

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

Clean recordWATERS, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Taylor Pointer is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with WATERS, PARKERSON & CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WATERS, PARKERSON & CO., LLC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1044827

Firm CRD# 3711

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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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