Peyton Chandler Wade

Employer firm

Duncan Williams Asset Management, LLC CRD 174809

$2.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 10/2019
  Roussel And Associates
  Brentwood, TN
• 09/2016 → 08/2017
  Metropolitan Bank/Renasant Bank
  Franklin, TN
• 04/2018 → 10/2019
  Woodbury Financial Services Inc
  Brentwood, TN
• 01/2020 → Present
  Duncan Williams Asset Management, Llc
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-27
• S63 Uniform Securities Agent State Law Examination
  2018-05-04

Designations

• Certified Financial Planner