James
Hays
Duncan Williams Asset Management, LLC
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About this Advisor
James Hays is a financial advisor based in Memphis, Tennessee, working with Duncan Williams Asset Management, LLC. James has previously held positions at B. Riley Wealth Management, Duncan Williams Asset Management Dba Hays Financial Group, and B. Riley Wealth Advisors, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, James is part of Duncan Williams Asset Management, LLC, which operates out of Memphis, Tennessee. The firm has 15 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Duncan Williams Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Duncan Williams Asset Management, LLC Brokerage Details
$1,022,050,100
15
1,286
$794,751
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Hays Work History
Duncan Williams Asset Management Dba Hays Financial Group
B. Riley Wealth Advisors, Inc
B. Riley Wealth Management
Disclosures
Please visit the SEC profile of James Hays to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Duncan Williams Asset Management, LLC
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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