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Robert Hudson Atkins

Duncan Williams Asset Management, LLC

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About Robert Hudson Atkins

Robert Atkins is an investment advisor representative currently registered with Duncan Williams Asset Management, LLC. Robert is also registered with the state of Louisiana, Tennessee and Texas. Robert previously worked at Duncan-Williams, Inc. Robert has passed the Uniform Combined State Law Examination, Series 7 and Securities Industry Essentials Examination. Robert is affiliated with the Chickasaw Council, a non-investment related entity, as a Board Member of the Investment Committee.

Firm Information

Robert Atkins 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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Robert Atkins’s Registration & Firm History

TN

06/25/2024 - Present

Duncan Williams Asset Management, LLC (MEMPHIS TN)

TN

09/25/2012 - 04/02/2015

DUNCAN-WILLIAMS, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 10/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Hudson Atkins.
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