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Devin John Wakeman

WATERS, PARKERSON & CO., LLC·NEW ORLEANS, Louisiana
Clean recordWATERS, 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Devin John Wakeman 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WATERS, PARKERSON & CO., LLC
WATERS, PARKERSON & CO., LLC
AUM
$2.5B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WATERS, PARKERSON & CO., LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5435505
Firm CRD# 3711
View on FINRA BrokerCheck →

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05

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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Other Advisors at WATERS, PARKERSON & CO., LLC

David Taylor Pointer
NEW ORLEANS, LA
Jonathan Baldwin Montgomery
NEW ORLEANS, LA
Julia Waters Burlingame
NEW ORLEANS, LA
Michael Burton Whealdon
NEW ORLEANS, LA
Lee Reiss Eagan
NEW ORLEANS, LA
William Edward Cruikshank
NEW ORLEANS, LA

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Nearby cities in Louisiana
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Research
Advisor Fees in LouisianaNational Fee Analysis
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