Unclaimed Profile

Kenneth Wayne Billingsley

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC·CHEYENNE, Wyoming

Series 4, Series 7, Series 24, Series 63, Series 6623 years registeredLIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

6215 CLEAR CREEK PWY, CHEYENNE, WY 82007CRD# 1664116Firm CRD# 131117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Wayne Billingsley · CHEYENNE, WY

Registration

CRD #1664116 · LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

Jul 2004 – Oct 2013

BAKERSFIELD, CA

BROOKSTREET CAPITAL MANAGEMENT

Oct 2002 – Jan 2003

BAKERSFIELD, CA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 10, 2002

Years registered · 23

Disclosure History

2015Customer Dispute·Award / Judgment

2015Regulatory·Final

2012Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MODERN CAPITAL ADVISORS, LLC

CRD 131117 · SEC 801-72611

AUM

$285M

Regulatory assets under management

Employees

1,561 client accounts

Services offered by MODERN CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MODERN CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Wayne Billingsley offer?

Kenneth Wayne Billingsley specializes in Financial Planning, Investment Management.

What are Kenneth Wayne Billingsley's credentials?

Kenneth Wayne Billingsley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Wayne Billingsley located?

Kenneth Wayne Billingsley is based in CHEYENNE, Wyoming, last registered with LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC.

How does Kenneth Wayne Billingsley charge for services?

Kenneth Wayne Billingsley's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC?

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC has approximately 30 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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