David Pointer
Waters, Parkerson & · New Orleans, Louisiana
David Pointer is a fee-only financial advisor at Waters, Parkerson & in New Orleans, Louisiana. David charges a percentage of assets (1% a year on the first tier of assets managed).
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Facts
| Firm | Waters, Parkerson & |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $2.86B across 1,916 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 1044827 |
| Exams passed | Series 63 (1990) · Series 65 (2016) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.watersparkerson.com |
How David's firm compares
- Waters, Parkerson &'s average account is about $1.5 million, from its Form ADV (assets managed divided by 1,916 accounts).
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Questions about David
Is David Pointer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Waters, Parkerson & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Waters, Parkerson &'s website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is David Pointer based?
David Pointer is based in New Orleans, Louisiana.
Is David Pointer registered with the SEC?
Yes. David Pointer is registered as an investment adviser representative in LA and TX (CRD 1044827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Waters, Parkerson & manage?
Waters, Parkerson & reports $2.86B across 1,916 accounts in assets under management.
How do I contact David Pointer?
Through David's website, www.watersparkerson.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Waters, Parkerson & website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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