Founder and Managing Member/chief Compliance Officer · Freedom Value Partners, LLC
Billie L McClain
CRD 5995173 · Named on Form ADV at one SEC-registered adviser
At a glance
Freedom Value Partners, LLC, an SEC-registered wealth manager with $119 million in regulatory assets, lists Billie L McClain on its Form ADV as Founder and Managing Member/chief Compliance Officer, a control person.
Firms and roles
- Freedom Value Partners, LLCFounder and Managing Member/chief Compliance OfficerWealth manager · United States · $119M in regulatory assets
AtlasMembers
Billie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2011 (14 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Billie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vicki L. HohensteinFounder and Managing Member, Freedom Value Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Billie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.