Lee Eagan
Waters, Parkerson & · New Orleans, Louisiana
Lee Eagan is a fee-only financial advisor at Waters, Parkerson & in New Orleans, Louisiana, who holds the CFP credential. Lee 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 6233912 |
| Exams passed | Series 65 (2013) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.watersparkerson.com |
| Profile |
How Lee'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 Lee
Is Lee Eagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lee 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 Lee charge for financial advice?
Lee charges a percentage of assets.
How much does Lee charge?
According to Waters, Parkerson &'s website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Lee Eagan based?
Lee Eagan is based in New Orleans, Louisiana.
What credentials does Lee Eagan hold?
Lee Eagan holds the CFP credential.
Is Lee Eagan registered with the SEC?
Yes. Lee Eagan is registered as an investment adviser representative in LA and TX (CRD 6233912), 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 Lee Eagan?
Through Lee'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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