Robert H. Atkins

DUNCAN WILLIAMS ASSET MANAGEMENT

Memphis, TN 38119

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CRD#: 6104672

Professional summary

Robert Hudson Atkins JR, who also goes by Hudson Atkins, is a registered financial advisor currently at DUNCAN WILLIAMS ASSET MANAGEMENT, LLC located in Memphis, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hudson Atkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Chickasaw Council; Non-Investment Related; 171 S Hollywood St., Memphis, TN 38112; Regional Governing Body for the Boy Scouts of America; Chair of the Investment Committee; Start Date: 1/1/2025; 1 hour devoted monthly; 0 hours devoted during trading hours; Attending Annual Investment Reviews and Assist with Quarterly updates to the Chickasaw Council Board

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hudson Atkins JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 19, 2015 - Present

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Office #1: 5350 Poplar Avenue Suite 600, Memphis, TN 38119

RIA

CRD#: 174809

Memphis, TN

Past

November 2, 2012 - April 2, 2015

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

RIA

CRD#: 6950

MEMPHIS, TN

Past

September 25, 2012 - April 2, 2015

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

CRD#: 6950

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

CRD#: 174809 / SEC#: 801-81015

RIA

Registered Investment Advisory firm - (3/9/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(3/2/2021)

IAR

Tennessee
(3/20/2015)

IAR

Texas
(6/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/30/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2012

General Securities Representative Examination

Current Firm

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

CRD#: 174809 / SEC#: 801-81015

RIA

Registered Investment Advisory firm - (3/9/2015 Approved)

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Contact information

Main Address

5350 Poplar Avenue Suite 600, Memphis, TN 38119

Mailing Address

Phone number

(901) 435-4250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DWAM ADV PART 2 WRAP BROCHURE (3/28/2025)

DWAM ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,962
AUM (Assets Under Management)	$ 2,163,085,456

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert H. Atkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hudson Atkins JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

Primary Firm SEC Registration

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2012

SIE

Date: 4/2/2015

Series 7

Date: 9/24/2012

Current Firm

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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