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 12 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 26 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 8 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 26 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 3 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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