Unclaimed Profile

Lee Reiss Eagan

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

Series 65Clean record12 years registeredWATERS, PARKERSON & CO., LLC

601 POYDRAS STREET, NEW ORLEANS, LA 70130-6013CRD# 6233912Firm CRD# 3711

Profile Verification

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

Identity

Lee Reiss Eagan · NEW ORLEANS, LA

Registration

CRD #6233912 · WATERS, PARKERSON & CO., LLC · 12 years registered

Brand Profile

Not yet started

Career History

WATERS, PARKERSON & CO., LLC

Oct 2013 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 15, 2013

Years registered · 12

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 Lee Reiss Eagan offer?

Lee Reiss Eagan specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Lee Reiss Eagan's credentials?

Lee Reiss Eagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Reiss Eagan located?

Lee Reiss Eagan 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 Lee Reiss Eagan charge for services?

Lee Reiss Eagan'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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