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Michael Burton Whealdon

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

About

Michael Burton Whealdon 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# 1277324
Firm CRD# 3711
View on FINRA BrokerCheck →

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05

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.
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Other Advisors at WATERS, PARKERSON & CO., LLC

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David Taylor Pointer
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Jonathan Baldwin Montgomery
NEW ORLEANS, LA
Julia Waters Burlingame
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
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