Unclaimed Profile

Douglas Max Mcdaniel

EFP ADVISORS INC.·JACKSON, Mississippi

Series 7, Series 24, Series 31, Series 6327 years registeredEFP ADVISORS INC.

1501 LAKELAND DRIVE, JACKSON, MS 39216CRD# 1340937Firm CRD# 161249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Max Mcdaniel · JACKSON, MS

Registration

CRD #1340937 · EFP ADVISORS INC. · 27 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Mar 2024 – present

EFP ADVISORS

Sep 2012 – May 2024

JACKSON, MS

CS PLANNING CORP

Jan 2010 – Sep 2012

PORTLAND, OR

CS PLANNING CORP

Mar 2009 – Dec 2009

PORTLAND, OR

STANFORD GROUP COMPANY

Jun 2006 – Mar 2009

JACKSON, MS

EFP WEALTH MANAGEMENT

Apr 1999 – Jun 2006

JACKSON, MS

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · April 14, 1999

Years registered · 27

Disclosure History

2025Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EFP ADVISORS INC.

CRD 161249 · SEC 801-79242

AUM

$283M

Regulatory assets under management

Employees

1,131 client accounts

Services offered by EFP ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EFP ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Douglas Max Mcdaniel offer?

Douglas Max Mcdaniel specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Mississippi for a consultation.

What are Douglas Max Mcdaniel's credentials?

Douglas Max Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Max Mcdaniel located?

Douglas Max Mcdaniel is based in JACKSON, Mississippi, working with EFP ADVISORS INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Douglas Max Mcdaniel charge for services?

Douglas Max Mcdaniel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EFP ADVISORS INC.?

EFP ADVISORS INC. has approximately 4 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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