Duncan Williams Asset Management, LLC

Duncan Williams Asset Management, LLC (CRD# 174809) is a financial advisory firm headquartered in Memphis, TN. They manage $1,022,050,100 in 1,286 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,022
    MILLION
  • Total Number of Accounts
    1,286
    ACCOUNTS
  • Average Account Value
    $794,751
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MO, MS, NC, ND, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Duncan Williams Asset Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Robert H. Atkins
CRD#: 6104672
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

Robert Atkins (CRD# 6104672) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 11 years of experience in the finance industry.

2
Kyle H. Gowen
CRD#: 6183945
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

Kyle Gowen (CRD# 6183945) 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.

3
William A. Hensley
CRD#: 1434759
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

William Hensley (CRD# 1434759) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 15 years of experience in the finance industry.

4
Patrick S. O'connor
CRD#: 6292245
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

Patrick O'connor (CRD# 6292245) 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.

5
David N. Scully
CRD#: 5023371
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

David Scully (CRD# 5023371) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has over 16 years of experience in the finance industry.

6
Edwin L. Bennett
CRD#: 7651083
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

Edwin Bennett (CRD# 7651083) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has 1 year of experience in the finance industry.

7
Jackson W. Greer
CRD#: 7548959
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

Jackson Greer (CRD# 7548959) is an Investment Advisor Representative working at Duncan Williams Asset Management, LLC in Memphis, TN and has 1 year of experience in the finance industry.

8
Peyton C. Wade
CRD#: 6856510
5350 Poplar Avenue, Suite 600, Memphis, TN 38119

Peyton Wade (CRD# 6856510) 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.

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