Efp Advisors

Efp Advisors (CRD# 161249) is a financial advisory firm headquartered in Jackson, MS. They manage $130,000,000 in 1,227 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $105,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, LA, MS, TN, TX

Financial Advisors at Efp Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Douglas M. McDaniel
CRD#: 1340937
1501 Lakeland Drive, Suite 250, Jackson, MS 39216
96
Wealthminder
score

Douglas McDaniel (CRD# 1340937) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 31 years of experience in the finance industry. Douglas McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher J. Register
CRD#: 4909457
1501 Lakeland Drive, Suite 250, Jackson, MS 39216
96
Wealthminder
score

Christopher Register (CRD# 4909457) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 11 years of experience in the finance industry. Christopher Register has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Travis B. Woods
CRD#: 5557118
1501 Lakeland Drive, Suite 250, Jackson, MS 39216
96
Wealthminder
score

Travis Woods (CRD# 5557118) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 7 years of experience in the finance industry. Travis Woods has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert O. Lenoir
CRD#: 1499588
Magnolia, MS
86
Wealthminder
score

Robert Lenoir (CRD# 1499588) is an Investment Advisor Representative working at Efp Advisors in Magnolia, MS and has over 22 years of experience in the finance industry.

5
William O. Stone
CRD#: 2647149
1501 Lakeland Drive, Suite 250, Jackson, MS 39216
73
Wealthminder
score

William Stone (CRD# 2647149) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 21 years of experience in the finance industry.

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