WATERS, PARKERSON & CO., LLC

NEW ORLEANS, Louisiana·5 registered advisors·CRD# 3711
SEC# 801-87540504-581-2022
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATERS, PARKERSON & CO., LLC

5 registered advisors
David Taylor Pointer
NEW ORLEANS, Louisiana
Devin John Wakeman
NEW ORLEANS, Louisiana
Jonathan Baldwin Montgomery
NEW ORLEANS, Louisiana
Lee Reiss Eagan
NEW ORLEANS, Louisiana
Michael Burton Whealdon
NEW ORLEANS, Louisiana
05

Office Locations

NEW ORLEANS, Louisiana
5 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.