Douglas Max Mcdaniel

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → Present
  Efp Advisors Inc.
  Jackson, MS
• 03/2024 → Present
  Waverly Advisors, Llc
  Jackson, MS

Previous Registrations

• 2012-09-19 → 2024-05-06
  Efp Advisors
  Jackson, MS
• 2010-01-06 → 2012-09-17
  Cs Planning Corp
  Portland, OR
• 2009-03-31 → 2009-12-23
  Cs Planning Corp
  Portland, OR
• 2006-06-08 → 2009-03-17
  Stanford Group Company
  Jackson, MS
• 1999-04-14 → 2006-06-27
  Efp Wealth Management
  Jackson, MS

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-03-13

Designations

• Certified Financial Planner

Other Names

• Doug Mcdaniel
• Douglas Max Mcdaniel