Paul McClain, financial advisor Lees Summit MO

Paul McClain

CRD Number: 1982523
Current Firm: Freedom Wealth Advisors, LLC
Compensation Model: Fee Only

Paul McClain (CRD# 1982523) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lees Summit, MO and has over 26 years of experience in the retirement planning and investment industry.  We use a goal based approach that puts the clients interest first while making the process simple.

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Company Name Location Dates Years
Freedom Wealth Advisors, LLC Lees Summit, MO May 2010 - Current 13
Supreme Athletic Complex, LLC Lee's Summit, MO Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Paul A. McClain
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    477
    ACCOUNTS
  • Average Account Value
    $209,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

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