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BM

Billie L. Mcclain

FREEDOM VALUE PARTNERS
Lenexa, KS
Some features on this profile are disabled
CRD#: 5995173
BM

Professional summary

Billie L Mcclain, who also goes by Billie L Richards, is a registered financial advisor currently at FREEDOM VALUE PARTNERS, LLC located in Lenexa, Kansas.

Billie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Billie has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Billie L Richards

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Billie L Mcclain's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 23, 2024 - Present

FREEDOM VALUE PARTNERS, LLC

RIA
CRD#: 330875
Lenexa, KS
Past

May 4, 2022 - August 20, 2024

FREEDOM WEALTH ADVISORS, LLC

RIA
CRD#: 154270
LEES SUMMIT, MO
Past

November 8, 2011 - December 31, 2021

TOWER WEALTH MANAGERS

RIA
CRD#: 144791
KANSAS CITY, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kansas
(5/23/2024)
IAR
Missouri
(6/4/2024)

Exams

Current Firm

FV
FREEDOM VALUE PARTNERS, LLC
FREEDOM VALUE PARTNERS, LLC

CRD#: 330875 / SEC#:

Kansas
Registered Investment Advisory firm - (5/23/2024 Approved)
Missouri
Registered Investment Advisory firm - (6/4/2024 Approved)
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Contact information

Main Address
Lenexa, KS
Mailing Address
Phone number
(913) 558-2054
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts85
AUM (Assets Under Management)$ 104,386,719

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREEDOM VALUE PARTNERS, LLC

CRD#: 330875Lenexa, KS

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