Unclaimed Profile

Michael Burton Whealdon

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

Series 4, Series 7, Series 24, Series 55, Series 63, Series 65Clean record35 years registeredWATERS, PARKERSON & CO., LLC

601 POYDRAS STREET, NEW ORLEANS, LA 70130-6013CRD# 1277324Firm CRD# 3711

Profile Verification

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

Identity

Michael Burton Whealdon · NEW ORLEANS, LA

Registration

CRD #1277324 · 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 4

Series 7

Series 24

Series 55

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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW ORLEANS?

Browse all registered financial advisors in NEW ORLEANS, Louisiana or claim this profile if it's yours.

Browse NEW ORLEANS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Burton Whealdon offer?

Michael Burton Whealdon specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are Michael Burton Whealdon's credentials?

Michael Burton Whealdon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Burton Whealdon located?

Michael Burton Whealdon 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 Michael Burton Whealdon charge for services?

Michael Burton Whealdon'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →