Duncan Williams Asset Management, LLC

Duncan Williams Asset Management, LLC (CRD# 174809) is a financial advisory firm headquartered in Memphis, TN. They manage $130,088,621 in 323 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $402,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, ID, IN, KY, LA, MS, NC, NM, OH, PA, TN, TX, VA

Financial Advisors at Duncan Williams Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
John C. Giovannetti
CRD#: 5533266
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
93
Wealthminder
score

John Giovannetti (CRD# 5533266) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 8 years of experience in the finance industry.

2
Thomas C. Giovannetti
CRD#: 5630688
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
93
Wealthminder
score

Thomas Giovannetti (CRD# 5630688) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 8 years of experience in the finance industry.

3
George D. Patikas
CRD#: 2601622
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
93
Wealthminder
score

George Patikas (CRD# 2601622) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 9 years of experience in the finance industry.

4
David N. Scully
CRD#: 5023371
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
93
Wealthminder
score

David Scully (CRD# 5023371) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 10 years of experience in the finance industry.

5
Robert H. Atkins
CRD#: 6104672
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
90
Wealthminder
score

Robert Atkins (CRD# 6104672) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 5 years of experience in the finance industry.

6
Kyle H. Gowen
CRD#: 6183945
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
89
Wealthminder
score

Kyle Gowen (CRD# 6183945) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 4 years of experience in the finance industry.

7
Patrick S. O'connor
CRD#: 6292245
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
89
Wealthminder
score

Patrick O'connor (CRD# 6292245) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 3 years of experience in the finance industry.

8
Carolyn P. Barton
CRD#: 6246694
6263 Poplar Avenue, Suite 300, Memphis, TN 38119
88
Wealthminder
score

Carolyn Barton (CRD# 6246694) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.