Waters, Parkerson & Company, LLC

Waters, Parkerson & Company, LLC (CRD# 3711) is a financial advisory firm headquartered in New Orleans, LA. They manage $1,882,392,323 in 1,697 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,882
    MILLION
  • Total Number of Accounts
    1,697
    ACCOUNTS
  • Average Account Value
    $1,109,247
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, CA, CO, 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
Lee R. Eagan
CRD#: 6233912
601 Poydras Street, Suite 2210, New Orleans, LA 70130

Lee Eagan (CRD# 6233912) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 7 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.

2
Jonathan B. Montgomery
CRD#: 4356767
228 St. Charles Avenue, Suite #512, New Orleans, LA 70130

Jonathan Montgomery (CRD# 4356767) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 16 years of experience in the finance industry.

3
David T. Pointer
CRD#: 1044827
228 St. Charles Avenue, Suite #512, New Orleans, LA 70130

David Pointer (CRD# 1044827) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 30 years of experience in the finance industry.

4
Devin J. Wakeman
CRD#: 5435505
601 Poydras Street, Suite 2210, New Orleans, LA 70130

Devin Wakeman (CRD# 5435505) 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.

5
Michael B. Whealdon
CRD#: 1277324
228 St. Charles Avenue, Suite #512, New Orleans, LA 70130

Michael Whealdon (CRD# 1277324) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 30 years of experience in the finance industry.

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