DT
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 (1)
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Customer Dispute
January 2025Pending
Other Business ActivitiesSells Insurance
David works as an attorney and provides tax preparation services, dedicating minimal time to these activities. He also sells fixed life and annuity insurance products, serves as a public defender, sits on the board of directors for PSE Credit Union, and maintains a private law practice, taking about half of his time.
Employment History
Current Registrations
Independence Capital Co., INC.
January 2009 - Present · 17 yrs
Independence Capital Co., INC. Broker
September 2002 - Present · 23 yrs 4 mos
Previous Registrations
Tower Equities, INC.Broker
January 2001 - September 2002 · 1 yr 8 mos
The O.N. Equity Sales CompanyBroker
April 1987 - December 2000 · 13 yrs 8 mos
Managed Investments, INC.Broker
July 1985 - April 1987 · 1 yr 9 mos
State Registrations6 states
CADEINNCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.