Partner · Waters, Parkerson & Co., LLC
David T. Pointer
CRD 1044827 · Named on Form ADV at one SEC-registered adviser
At a glance
Waters, Parkerson & Co., LLC, an SEC-registered wealth manager based in New Orleans, LA with $2.9 billion in regulatory assets, lists David T. Pointer on its Form ADV as Partner, a control person.
Firms and roles
- Waters, Parkerson & Co., LLCPartnerWealth manager · New Orleans, LA · $2.9B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michael B. WhealdonPartner, Waters, Parkerson & Co., LLC
- Julia W. BurlingameChief Compliance Officer, Waters, Parkerson & Co., LLC
- Jonathan B. MontgomeryCo-Managing Partner, Waters, Parkerson & Co., LLC
- Devin J. WakemanCo-Managing Partner, Waters, Parkerson & Co., LLC
- Lee R. EaganPartner, Waters, Parkerson & Co., LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.