AdvisorOS Directory
Claim Profile
Unclaimed Profile
PB

Patrick Thompson Burnett

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC·MEMPHIS, Tennessee
Clean recordDUNCAN WILLIAMS ASSET MANAGEMENT, LLC
5350 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 5988733Firm CRD# 174809

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Thompson Burnett · MEMPHIS, TN
Registration
CRD #5988733 · DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Thompson Burnett is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with DUNCAN WILLIAMS ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at DUNCAN WILLIAMS ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5988733
Firm CRD# 174809
View on FINRA BrokerCheck →

Looking for a financial advisor in MEMPHIS?

Browse all registered financial advisors in MEMPHIS, Tennessee or claim this profile if it's yours.

Browse MEMPHIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Patrick Thompson Burnett offer?
Patrick Thompson Burnett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Patrick Thompson Burnett's credentials?
Patrick Thompson Burnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Thompson Burnett located?
Patrick Thompson Burnett is based in MEMPHIS, Tennessee, working with DUNCAN WILLIAMS ASSET MANAGEMENT, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Patrick Thompson Burnett charge for services?
Patrick Thompson Burnett'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Heather Diane Smith
MEMPHIS, TN
David Nicholas Scully
MEMPHIS, TN
Duncan Franklin Williams
MEMPHIS, TN
Franklin Farley Reid
MEMPHIS, TN
George Demetri Patikas
MEMPHIS, TN
Kyle Hammett Gowen
MEMPHIS, TN

More Advisors in MEMPHIS, Tennessee

Brian L Jones
GAVION, LLC·MEMPHIS, TN
David Nathan Fleischer
CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, TN
Geoffrey Paul Mavar
CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, TN
Robert Mark Thomas Walker
CHICKASAW CAPITAL MANAGEMENT, LLC·MEMPHIS, TN
Miles Slocum Fortas
GAVION, LLC·MEMPHIS, TN
Chad Norris Keller
STRINGER ASSET MANAGEMENT, LLC·MEMPHIS, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
NASHVILLE (391)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)JOHNSON CITY (22)JACKSON (19)KINGSPORT (13)GERMANTOWN (11)NASHVILLLE (10)
City Guides
NASHVILLE GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile