David Pointer (CRD# 1044827) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 33 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waters, Parkerson & Company, Inc. | New Orleans, LA | Jan 1982 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- LA
- TX
-
Total Assets Under Management2,489MILLIONS
-
Total Number of Accounts1,855ACCOUNTS
-
Average Account Value$1,341,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, FL, GA, LA, MS, NC, NY, TN, TX, VA
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