Billie McClainCRD Number: 5995173
Current Firm: Tower Wealth Managers, Inc.
Billie McClain (CRD# 5995173) is an Investment Advisor Representative working at Tower Wealth Managers, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Country Club Trust Company||Kansas City, MO||Sep 2011 - Current||6|
|Tower Wealth Managers, Inc.||Prairie Village, KS||Sep 2011 - Current||6|
|Great Plains Trust Company||Mission, KS||May 2008 - Sep 2011||3|
|Umb||Kansas City, MO||Jul 1999 - May 2008||8|
Total Assets Under Management1,251MILLIONS
Total Number of Accounts1,936ACCOUNTS
Average Account Value$645,942
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
KS, MO, TX