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Peyton Chandler Wade

Duncan Williams Asset Management, LLC

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About Peyton Chandler Wade

Peyton Chandler Wade is a financial advisor with Duncan Williams Asset Management, LLC located in Memphis, TN. Peyton has been in the financial industry for over 10 years. Peyton has a Series 6, 7, 63 and 65 license and is a CERTIFIED FINANCIAL PLANNER™. Peyton's previous experience was with Woodbury Financial Services, Inc. Peyton specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Peyton is registered with the state of Louisiana and Tennessee.

Firm Information

Peyton Wade is currently registered with Duncan Williams Asset Management, LLC. Duncan Williams Asset Management, LLC is an investment advisor registered with the SEC based in Memphis, TN. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $1 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
Duncan Williams Asset Management, LLC

5350 POPLAR AVENUE

MEMPHIS, TN 38119

$1.02B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peyton Wade’s Registration & Firm History

TN

01/06/2020 - Present

Duncan Williams Asset Management, LLC (MEMPHIS TN)

TN

05/02/2018 - 10/24/2019

WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 08/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peyton Chandler Wade.
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