Efp Advisors
Efp Advisors (CRD# 161249) is a financial advisory firm headquartered in Jackson, MS. They manage $283,531,276 in 1,226 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management284MILLION
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Total Number of Accounts1,226ACCOUNTS
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Average Account Value$231,265
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, GA, LA, MS, NE, TN, TX
Douglas McDaniel (CRD# 1340937) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 37 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.
Christopher Register (CRD# 4909457) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 16 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.
William Stone (CRD# 2647149) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 26 years of experience in the finance industry.
Travis Woods (CRD# 5557118) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 13 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.