Unclaimed Profile

George Demetri Patikas

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC·MEMPHIS, Tennessee

SIE, Series 7, Series 24, Series 52, Series 52TO, Series 63, Series 65, Series 79TOClean record20 years registeredDUNCAN WILLIAMS ASSET MANAGEMENT, LLC

6263 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 2601622Firm CRD# 174809

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Demetri Patikas · MEMPHIS, TN

Registration

CRD #2601622 · DUNCAN WILLIAMS ASSET MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Mar 2015 – Feb 2017

MEMPHIS, TN

DUNCAN-WILLIAMS, INC.

Jun 2012 – Oct 2015

MEMPHIS, TN

BARRIER INVESTMENTS, LLC

Mar 2006 – Sep 2007

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52

Series 52TO

Series 63

Series 65

Series 79TO

Registration record

First registered · March 3, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

CRD 174809 · SEC 801-81015

AUM

$1.0B

Regulatory assets under management

Employees

1,286 client accounts

Services offered by DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DUNCAN WILLIAMS ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does George Demetri Patikas offer?

George Demetri Patikas specializes in Financial Planning, Investment Management, Wealth Management.

What are George Demetri Patikas's credentials?

George Demetri Patikas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Demetri Patikas located?

George Demetri Patikas is based in MEMPHIS, Tennessee, last registered with DUNCAN WILLIAMS ASSET MANAGEMENT, LLC.

How does George Demetri Patikas charge for services?

George Demetri Patikas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUNCAN WILLIAMS ASSET MANAGEMENT, LLC?

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC has approximately 15 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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