Unclaimed Profile

Devin John Wakeman

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

Series 65Clean record18 years registeredWATERS, PARKERSON & CO., LLC

601 POYDRAS STREET, NEW ORLEANS, LA 70130-6013CRD# 5435505Firm CRD# 3711

Profile Verification

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

Identity

Devin John Wakeman · NEW ORLEANS, LA

Registration

CRD #5435505 · WATERS, PARKERSON & CO., LLC · 18 years registered

Brand Profile

Not yet started

Career History

WATERS, PARKERSON & CO., LLC

Oct 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 11, 2007

Years registered · 18

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 Devin John Wakeman offer?

Devin John Wakeman specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Devin John Wakeman's credentials?

Devin John Wakeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Devin John Wakeman located?

Devin John Wakeman 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 Devin John Wakeman charge for services?

Devin John Wakeman'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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