Dakota
Dakota
Book a Demo
Talk to an Expert

Waters, Parkerson & Co, LLC

EST. AUM
$2,859,829,975

CONTACTS
5

CLIENT ACCOUNTS
1,916

Firm Details

Metro area New Orleans
CRD Number 3711
Website watersparkerson.com
Client types

Overview

Waters, Parkerson & Co., LLC is independent employee-owned Registered Investment Advisor. What makes Waters, Parkerson & Co., LLC unique: -Fiduciary responsibility that requires advisors to act in the best interest of clients -Conservative, disciplined and long-term investment approach -Transparent, all-inclusive and competitive management fees -Personalized and actively managed client portfolios without the use of products, third-party managers or pooled funds -Multi-generational clients as a result of a proven track record of success -5th generation of investment advisors providing business continuity

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy