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WATERS, PARKERSON & CO., LLC
WATERS, PARKERSON & CO., LLC
NEW ORLEANS, Louisiana
·
7 registered advisors
·
CRD# 3711
SEC# 801-8754
0
504-581-2022
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WATERS, PARKERSON & CO., LLC
7 registered advisors
David Taylor Pointer
NEW ORLEANS, Louisiana
CRD# 1044827
Devin John Wakeman
NEW ORLEANS, Louisiana
CRD# 5435505
Jonathan Baldwin Montgomery
NEW ORLEANS, Louisiana
CRD# 4356767
Julia Waters Burlingame
NEW ORLEANS, Louisiana
CRD# 1819993
Lee Reiss Eagan
NEW ORLEANS, Louisiana
CRD# 6233912
Michael Burton Whealdon
NEW ORLEANS, Louisiana
CRD# 1277324
William Edward Cruikshank
NEW ORLEANS, Louisiana
CRD# 1778322
05
Office Locations
NEW ORLEANS, Louisiana
7 advisors
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Data sourced from SEC Form ADV filings. WATERS, PARKERSON & CO., LLC (CRD# 3711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.