Douglas
Mcdaniel

Efp Advisors

CRD#1340937
Investment Advisor
in Jackson, MS

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About this Advisor

Douglas Mcdaniel is a certified financial planner working in Jackson, Mississippi who has 11 years of industry experience. Mcdaniel is an advisor for Efp Advisors. They have spent the entirety of their time as a financial advisor at Efp Advisors. Mcdaniel holds a Series 63 license, which qualifies them as a securities representative, and is registered to work in Louisiana, Mississippi and Texas. Efp Advisors is a registered investment firm based out of Jackson, MS. It controls $228 million in total assets among its 1,154 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,154 client accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Efp Advisors may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1501 Lakeland Drive Suite 250
Jackson, MS 39216

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Efp Advisors Brokerage Details

Total Assets Under Management

$228,013,735

MS Average: $479,240,389
Total Number of Employees

4

MS Average: 11
Total Number of Accounts

1,154

MS Average: 582
Average Account Size

$197,586

MS Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Douglas Mcdaniel Work History

Douglas has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Efp Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas Mcdaniel 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 Efp Advisors

Douglas Mcdaniel
Jackson, MS
Christopher Register
Jackson, MS
William Stone
Jackson, MS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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