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Douglas Max Mcdaniel

EFP ADVISORS INC.·JACKSON, Mississippi
Clean recordEFP 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Max Mcdaniel is a registered financial advisor based in JACKSON, Mississippi, affiliated with EFP ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EFP ADVISORS INC.
EFP ADVISORS
AUM
$283M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EFP ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1340937
Firm CRD# 161249
View on FINRA BrokerCheck →

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05

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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Other Advisors at EFP ADVISORS INC.

Christopher James Register
JACKSON, MS

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Nearby cities in Mississippi
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Research
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