Waters Parkerson

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

601 Poydras St Ste 2210, New Orleans, Lo...

Phone Number

(504) 581-2022

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1

About Waters Parkerson

Founded in 1933 and located in downtown New Orleans, Waters Parkerson & Co., LLC is a fee-only, independent, employee-owned Registered Investment Advisor. The firm specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions across more than 35 states. Their services include customized portfolio management and comprehensive financial planning, utilizing a conservative and disciplined investment approach. The company emphasizes building trust through in-depth client relationships and tailored financial strategies.Explore more
Waters Parkerson's Social MediaPopular SearchesWaters Parkerson & Co LLCWaters Parkerson & Co. LLCWaters, Parkerson & Co. IncWaters Parkerson & CoWaters , Parkerson & Co LLCSIC Code 62,628NAICS Code 52,523Show more

Waters Parkerson Org Chart

PhoneEmail
MW
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Member of The Investment Committee Partner

PhoneEmail
JB
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Chief Compliance Officer, Fixed Income Tradin...

PhoneEmail
WC
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Controller

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JR
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Trading Associate

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DP
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Partner

PhoneEmail
DW
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Co-Managing, Member of The Investment Committ...

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BM
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Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Waters Parkerson

<$5M
11-50
Private
<$5M
1991
MW
Michael WhealdonMember of The Investment Committee Partner
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$5.1M
1-10
Private
-
2003
EG
Ernie GrossBusiness Development Officer
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1997
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Waters Parkerson is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Waters Parkerson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Waters Parkerson.

Waters Parkerson financials insights

Gather financial insights about Waters Parkerson, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Waters Parkerson Tech Stack

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Frequently Asked Questions Regarding Waters Parkerson

What is Waters Parkerson's official website?
Waters Parkerson's official website is www.watersparkerson.com
What is Waters Parkerson's Revenue?
Waters Parkerson's revenue is <$5 Million
What is Waters Parkerson's SIC code?
Waters Parkerson's SIC: 62,628
What is Waters Parkerson's NAICS code?
Waters Parkerson's NAICS: 52,523
How many employees does Waters Parkerson have?
Waters Parkerson has 11-50 employees
What industry does Waters Parkerson belong to?
Waters Parkerson is in the industry of: Finance, Securities Trading
What is Waters Parkerson competition?
Waters Parkerson top competitors include: Campbell Rooks, Chronos Wealth Management, Stockade Wealth Management, Eppolito Financial Strategies
What technology does Waters Parkerson use?
Some of the popular technologies that Waters Parkerson uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Mimecast
How do I contact Waters Parkerson?
Waters Parkerson contact info: Phone number: (504) 581-2022 Website: www.watersparkerson.com
What does Waters Parkerson do?

Founded in 1933 and located in downtown New Orleans, Waters Parkerson & Co., LLC is a fee-only, independent, employee-owned Registered Investment Advisor. The firm specializes in personalized investment advice and financial planning for high-net-worth individuals and institutions across more than 35 states. Their services include customized portfol... io management and comprehensive financial planning, utilizing a conservative and disciplined investment approach. The company emphasizes building trust through in-depth client relationships and tailored financial strategies.Read More

What are Waters Parkerson social media links?
Waters Parkerson Linkedin page
Is Waters Parkerson a public company?
Waters Parkerson is private company therefore does not currently have an official ticker symbol
See more information about Waters Parkerson

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