McDaniel & Register is a financial advisory firm offering investment management and financial planning for individuals with portfolios ranging from $50,000 to $10,000,000 and 401k investment consultant services for companies with plans ranging in size from $4,000,000 to $40,000,000. Having been associated with Wall Street and regional brokerage firms, as well as independent and boutique wealth management firms over the last 30 years, McDaniel & Register envisioned a firm totally dedicated to the needs of the client. Their goal is understand your financial hopes, goals and desires and do their part to get you there. Doug McDaniel and Chris Register are associated with EFP Advisors, Inc., an SEC Registered Investment Advisor. Doug is a lifelong Mississippian and Chris is a native of England. Their unique partnership dates back to Chris’s college days when he interned for Doug in the summers and ultimately culminated in the formation of McDaniel & Register in 2009.
View Top Employees from McDaniel & Register, Inc.Website | http://www.mcdanielregister.com |
Revenue | $2 million |
Employees | 3 (3 on RocketReach) |
Founded | 2009 |
Address | 1501 Lakeland Dr Ste 250, Jackson, Mississippi 39216, US |
Phone | (601) 206-0006 |
Fax | (601) 206-0011 |
Technologies |
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Industry | Financial Services, Finance General, Investment Management, Finance, Financial Planning, 401k Plan, Insurance |
Competitors | Core Wealth Management (Jupiter, FL), Empire Financial Partners of New York, JBG Wealth Management, Stockade Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The McDaniel & Register, Inc. annual revenue was $2 million in 2024.
Doug McDaniel is the President of McDaniel & Register, Inc..
3 people are employed at McDaniel & Register, Inc..
McDaniel & Register, Inc. is based in Jackson, Mississippi.
The NAICS codes for McDaniel & Register, Inc. are [52, 52393, 5239, 523].
The SIC codes for McDaniel & Register, Inc. are [62, 628].