Efp Advisors

Efp Advisors (CRD# 161249) is a financial advisory firm headquartered in Jackson, MS. They manage $214,183,540 in 1,481 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,481
    ACCOUNTS
  • Average Account Value
    $144,621
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, FL, GA, LA, MS, TN, TX

Financial Advisors at Efp Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Douglas M. McDaniel
CRD#: 1340937
1501 Lakeland Drive, Suite 250, Jackson, MS 39216

Douglas McDaniel (CRD# 1340937) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 35 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

Christopher Register (CRD# 4909457) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 15 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
William O. Stone
CRD#: 2647149
1501 Lakeland Drive, Suite 250, Jackson, MS 39216

William Stone (CRD# 2647149) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 25 years of experience in the finance industry.

4
Travis B. Woods
CRD#: 5557118
1501 Lakeland Drive, Suite 250, Jackson, MS 39216

Travis Woods (CRD# 5557118) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 11 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.

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