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DUNCAN-WILLIAMS, INC.
DUNCAN-WILLIAMS, INC.
MEMPHIS, Tennessee
·
2 registered advisors
·
CRD# 6950
SEC# 801-68820
901-260-6800
01
Firm Overview
AUM
$30M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DUNCAN-WILLIAMS, INC.
2 registered advisors
Charles Bradley Ziemba
MEMPHIS, Tennessee
CRD# 2958875
Donald Anthony Malmo
MEMPHIS, Tennessee
CRD# 1959836
05
Office Locations
MEMPHIS, Tennessee
2 advisors
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Data sourced from SEC Form ADV filings. DUNCAN-WILLIAMS, INC. (CRD# 6950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.