A complete list of active advisors currently associated with Waters, Parkerson & Co., LLC
Warmer can help you find a great advisor at Waters, Parkerson & Co., LLC or one who fits your needs even better.
Waters, Parkerson & Co. serves individuals, business entities, trusts, estates and charitable organizations and offers discretionary and non-discretionary investment advisory services, financial planning, and related consulting and implementation. The firm’s brochure also describes engagements with ERISA retirement plans and trustee services, indicating it provides both individual and plan-level advisory work. The firm manages assets on a fee-only, percentage-of-AUM basis and implements portfolios using fundamental analysis with both long- and short-term purchases, while treating cash as an asset class when appropriate. It typically recommends Schwab as custodian, conducts ongoing account reviews, and discloses use of technology — including governed AI tools — to support research and client service processes. Compared with many peers, Waters, Parkerson combines a relatively small advisor team with more than $2 billion in reported AUM and offers trustee services that can trigger annual surprise CPA examination requirements for certain engagements. The brochure also details business-entity and plan-oriented operational arrangements (asset-transfer authorizations, proxy-voting processes, and class-action support options) and explicitly reports relationships consistent with serving banking or thrift institution clients.
To learn more about the advisors currently working at Waters, Parkerson & Co., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 12
| |
New Orleans, LA
| 4
| |
New Orleans, LA
| 22
| |
New Orleans, LA
| 34
| |
New Orleans, LA
| 18
| |
New Orleans, LA
| 34
|
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