Paul Allen McClain
Fondateur chez Freedom Wealth Advisors LLC
Profil
Mr. Paul A.
McClain is a Chief Investment Officer at Freedom Wealth Advisors LLC.
He has been serving the Lees Summit and surrounding communities for over 30 years and specialize in Professional Portfolio Management and Retirement Planning.
As an advisor, his goal is to work with each individual to find the investments that will help them reach their goals.
Mr. McClain was previously employed as a Vice President by Financial Counselors, Inc., a Senior Portfolio Manager by UMB Bank, NA (Investment Management), and a Principal by Dean Witter Reynolds, Inc.
He received his Bachelor of Science in Business Administration with an emphasis in Finance from the University of Central Missouri and an MBA from Rockhurst University.
Postes actifs de Paul Allen McClain
| Sociétés | Poste | Début |
|---|---|---|
Freedom Wealth Advisors LLC
 Freedom Wealth Advisors LLC Investment ManagersFinance Freedom Wealth Advisors LLC (FWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lee's Summit, Missouri. The firm was founded by Paul McClain in 2010. FWA provides discretionary portfolio services through separately managed accounts that belongs to, among others, private individuals, banks and thrift institutions, corporations (and other business entities), estates, trusts, charitable organizations, and retirement plans. | Fondateur | 01/05/2010 |
Anciens postes connus de Paul Allen McClain
| Sociétés | Poste | Fin |
|---|---|---|
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Gestionnaire de Portefeuille-Actions | - |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 31/12/1992 |
Formation de Paul Allen McClain
| Rockhurst University | Masters Business Admin |
| University of Central Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
Freedom Wealth Advisors LLC
Freedom Wealth Advisors LLC Investment ManagersFinance Freedom Wealth Advisors LLC (FWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lee's Summit, Missouri. The firm was founded by Paul McClain in 2010. FWA provides discretionary portfolio services through separately managed accounts that belongs to, among others, private individuals, banks and thrift institutions, corporations (and other business entities), estates, trusts, charitable organizations, and retirement plans. | Finance |
