Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
36yrs
David Pointer has worked in the financial industry for 36 years and is a fiduciary financial advisor based in New Orleans, Louisiana. David has been with Waters, Parkerson & CO. since 1991. Waters, Parkerson & CO. offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 7% by experience in Louisiana
Office228 St. Charles Avenue Suite #512, New Orleans, LA 70130
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.24 million
Advisors at the firm7
States licensed ?2 states
Services through Waters, Parkerson & CO.
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1991 – nowWaters, Parkerson & CO., LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Waters, Parkerson & CO. at (504) 581-2022 and ask for David Pointer. David works from the New Orleans, LA office.
How long has David been a financial advisor?
David has been in the industry since 1990, about 36 years. Top 7% by experience in Louisiana.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Waters, Parkerson & CO. reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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