How to Open an Account

In order to open an account with Duncan-Williams, Inc., you’ll need to talk to one of our brokers, who will get some information from you and fill out a short investor profile regarding your objectives, experience, risk tolerance, etc. To get started, either call Trey Fyfe at 901-260-6812 or jumpstart the process by filling out the following short form and one of brokers will be in touch with you shortly.

1. Complete the account request form below.
2. Call Trey Fyfe, the Executive Vice President of Duncan-Williams, Inc.’s Private Client Group. Trey can be reached at (901) 260-6812 or by email at tfyfe@duncanw.com.

If you complete an account request form, a Duncan-Williams, Inc account executive will contact you directly.

Duncan-Williams, Inc will protect the privacy of the provided information.

 

 

 

Personal Information

Background Information

Years of Investment Experience

Investment Objectives

Please select only your primary investment objective:



Risk Tolerance

Tolerance Level:



Referred By

* Required