RB
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M
Fee Structure
This brochure supplement provides information about Robert A. Billstein, Jr. that supplements the Independence Capital Company, Inc. brochure. The brochure does not contain specific fee information for Robert A. Billstein, Jr.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
5579 Pearl Road, Suite 100, Parma, OH, 44129
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves as a trustee for some family accounts, dedicating a few hours per week to this activity. He receives no compensation for this role.
Employment History
Current Registrations
Independence Capital Co., INC.
October 2009 - Present · 16 yrs 3 mos
Independence Capital Co., INC.
October 2009 - Present · 16 yrs 3 mos
Independence Capital Co., INC. Broker
October 2009 - Present · 16 yrs 3 mos
Previous Registrations
Walnut Street Securities, INC.
August 2006 - October 2009 · 3 yrs 2 mos
Walnut Street Securities, INC.Broker
May 2006 - October 2009 · 3 yrs 5 mos
First Southeastern Securities Group, IncorporatedBroker
April 1995 - March 2006 · 10 yrs 11 mos
Wm Smith Securities IncorporatedBroker
February 1995 - June 1995 · 4 mos
Davis, Mendel & Regenstein, INC.Broker
September 1982 - September 1994 · 12 yrs
State Registrations2 states
FLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.