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Lee Reiss Eagan

Waters, Parkerson & Co., LLC

New Orleans, LA

CRD 6233912

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Employer firm

Waters, Parkerson & Co., LLC CRD 3711

$2.86B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Waters, Parkerson & Co., Llc

601 Poydras Street Suite 2210, New Orleans, LA 70130-6013 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-05-10
LA RA APPROVED 2013-10-15
  • TX RA
    APPROVED
    Since 2016-05-10
  • LA RA
    APPROVED
    Since 2013-10-15

Branch Locations

601 Poydras Street Suite 2210, New Orleans, LA 70130-6013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waters Parkerson & Co Llc New Orleans LA 07/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-14
  • S65 Uniform Investment Adviser Law Examination
    2013-10-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES

Nearby Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane

Nearby Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA

More in New Orleans, LA

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