Waters, Parkerson & Company, LLC

Waters, Parkerson & Company, LLC (CRD# 3711) is a financial advisory firm headquartered in New Orleans, LA. They manage $2,489,088,707 in 1,855 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
601 Poydras Street, Suite 2210, New Orleans, LA 70130
http://www.watersparkerson.com
By the Numbers
  • Total Assets Under Management
    2,489
    MILLION
  • Total Number of Accounts
    1,855
    ACCOUNTS
  • Average Account Value
    $1,341,827
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, LA, MS, NC, NY, TN, TX, VA

Financial Advisors at Waters, Parkerson & Company, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Lee Eagan, financial advisor New Orleans LA
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 10 years of experience in the finance industry.

2
Jonathan Montgomery, financial advisor New Orleans LA
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 20 years of experience in the finance industry.

3
David Pointer, financial advisor New Orleans LA
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 33 years of experience in the finance industry.

4
Devin Wakeman, financial advisor New Orleans LA
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 16 years of experience in the finance industry.

5
Michael Whealdon, financial advisor New Orleans LA
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 33 years of experience in the finance industry.

6
Todd Johnson, financial advisor New Orleans LA
Todd B. Johnson
CRD#: 7473778
601 Poydras Street, Suite 2210, New Orleans, LA 70130

Todd Johnson (CRD# 7473778) is an Investment Advisor Representative working at Waters, Parkerson & Company, LLC in New Orleans, LA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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