Waters, Parkerson & Co., LLC
SEC RegisteredTrusted Investment Advice Since 1933
About the firm
Located in downtown New Orleans and founded in 1933, Waters, Parkerson & Co., LLC is a fee-only, independent, employee-owned Registered Investment Advisor that specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning, including customized portfolio management with a conservative, long-term and diversified investment philosophy, as well as comprehensive financial planning.
Who they serve
High-net-worth individuals and institutions, including multi-generational clients in more than 35 states.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of May 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Waters, Parkerson & Co., LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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