Waters, Parkerson & Company, LLC

Waters, Parkerson & Company, LLC (CRD# 3711) is a financial advisory firm headquartered in New Orleans, LA. They manage $1,340,059,804 in 1,529 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,340
    MILLION
  • Total Number of Accounts
    1,529
    ACCOUNTS
  • Average Account Value
    $876,429
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MS, NC, NY, TN, TX, VA

Financial Advisors at Waters, Parkerson & Company, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan B. Montgomery
CRD#: 4356767
228 St. Charles Avenue, Suite #512, New Orleans, LA 70130
96
Wealthminder
score

Jonathan Montgomery (CRD# 4356767) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 13 years of experience in the finance industry.

2
David T. Pointer
CRD#: 1044827
228 St. Charles Avenue, Suite #512, New Orleans, LA 70130
93
Wealthminder
score

David Pointer (CRD# 1044827) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 27 years of experience in the finance industry.

3
Devin J. Wakeman
CRD#: 5435505
Suite #512, 228 St. Charles Avenue, New Orleans, LA 70130
93
Wealthminder
score

Devin Wakeman (CRD# 5435505) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 10 years of experience in the finance industry.

4
Michael B. Whealdon
CRD#: 1277324
228 St. Charles Avenue, Suite #512, New Orleans, LA 70130
93
Wealthminder
score

Michael Whealdon (CRD# 1277324) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 27 years of experience in the finance industry.

5
Lee R. Eagan
CRD#: 6233912
Suite #512, 228 St. Charles Avenue, New Orleans, LA 70130
89
Wealthminder
score

Lee Eagan (CRD# 6233912) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 4 years of experience in the finance industry. Lee Eagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.