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Billie L Mcclain

Investment adviser representative at Freedom Value Partners, LLC
15 yearsExperience
2 statesRegistered in
CFADesignation
$119.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Freedom Value Partners, LLCMay 2022 to now
  2. Freedom Wealth Advisors, LLCMay 2022 to now
  3. Country Club Trust CompanySep 2011 to May 2022
  4. Tower Wealth Managers, Inc.Sep 2011 to Dec 2021

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Freedom Value Partners, LLC

$119.1MAssets managed
42Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5995173
Firm CRD
330875
Advisor's SEC record (opens in a new tab)
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