Co-Managing Partner · Waters, Parkerson & Co., LLC
Devin J. Wakeman
CRD 5435505 · 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 Devin J. Wakeman on its Form ADV as Co-Managing Partner, a control person.
Firms and roles
- Waters, Parkerson & Co., LLCCo-Managing PartnerWealth manager · New Orleans, LA · $2.9B in regulatory assets
AtlasMembers
Devin’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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- David T. PointerPartner, Waters, Parkerson & Co., LLC
- 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
- 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 Devin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.