New Orleans, LA Poydras Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Waters, Parkerson & Co., LLC
Team
Firm-wide stats for Waters, Parkerson & Co., LLC
Clients per advisor
106 Very HighAvg AUM per client
$3,240,799 Very HighHNW client ratio
64% Very HighAbout
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.
Based on Waters, Parkerson & Co., LLC
Location
601 Poydras Street, Suite 2210
New Orleans LA 70130-6013
Advisors at this office
4
Advisors at this office
Todd J
Series 65
New Orleans, LA
Waters, Parkerson & Co., LLC
Todd Johnson is a financial advisor at Waters, Parkerson & Co., LLC in New Orleans, LA, holding a Series 65 designation with four years of industry experience. He previously worked at IberiaBank from 2015 to 2021 before joining his current firm in 2021. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with long- and short-term strategies across various asset classes and offers additional consulting on estate, tax, and insurance matters as well as trustee services.
John R
Series 65
New Orleans, LA
Waters, Parkerson & Co., LLC
John Rive III is a financial advisor with Waters, Parkerson & Co., LLC in New Orleans, LA. He holds a Series 65 designation and joined the firm in 2025. Prior to his advisory role, he was affiliated with the University of Alabama and the Isidore Newman School. Waters, Parkerson & Co. serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment advisory services, financial planning, and related consulting. The firm manages assets on a fee-only basis, uses fundamental analysis for portfolio management, and offers trustee services and plan-level advisory work.
Lee E
CFP®, Series 65
New Orleans, LA
Waters, Parkerson & Co., LLC
Lee Eagan is a CFP® with 12 years of experience in financial advising, currently serving at Waters, Parkerson & Co., LLC since 2013. He holds a Series 65 license and is based in New Orleans, LA. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers additional consulting on estate, tax, and insurance matters along with trustee services.
Devin W
Series 65
New Orleans, LA
Waters, Parkerson & Co., LLC
Devin Wakeman is a financial advisor with Waters, Parkerson & Co., LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Waters, Parkerson & Co., Inc. since 2007. Waters, Parkerson & Co., LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis with both long- and short-term strategies across multiple asset classes and offers additional services such as estate, tax, and insurance consulting, as well as trustee services.
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