Unclaimed Profile

William Edward Cruikshank

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

Clean recordWATERS, PARKERSON & CO., LLC

SUITE #512, NEW ORLEANS, LA 70130-2682CRD# 1778322Firm CRD# 3711

Profile Verification

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

Identity

William Edward Cruikshank · NEW ORLEANS, LA

Registration

CRD #1778322 · WATERS, PARKERSON & CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Edward Cruikshank 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WATERS, PARKERSON & CO., LLC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WATERS, PARKERSON & CO., LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1778322

Firm CRD# 3711

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Frequently Asked Questions

What services does William Edward Cruikshank offer?

William Edward Cruikshank specializes in Financial Planning, Investment Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.

What are William Edward Cruikshank's credentials?

William Edward Cruikshank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edward Cruikshank located?

William Edward Cruikshank 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 William Edward Cruikshank charge for services?

William Edward Cruikshank'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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