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

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Regulatory 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.

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Other Business ActivitiesSells Insurance

James is an insurance agent selling fixed life and annuity products since 2022, dedicating about 10-20% of his time to this. He also officiates high school volleyball, starting in August 2022, for which he receives per-game pay.

Employment History
Current Registrations
Independence Capital Co., INC.
May 2014 - Present · 11 yrs 8 mos
Independence Capital Co., INC.
August 2013 - Present · 12 yrs 5 mos
Independence Capital Co., INC. Broker
August 2013 - Present · 12 yrs 5 mos
Previous Registrations
The Huntington Investment Company
April 2010 - January 2012 · 1 yr 9 mos
The Huntington Investment Company Broker
April 2010 - January 2012 · 1 yr 9 mos
LPL Financial Corporation
September 2009 - April 2010 · 7 mos
LPL Financial Corporation Broker
September 2009 - April 2010 · 7 mos
Mutual Service Corporation
January 2007 - September 2009 · 2 yrs 8 mos
Mutual Service CorporationBroker
March 1989 - September 2009 · 20 yrs 6 mos
Lowry Financial Services CorporationBroker
July 1988 - March 1989 · 8 mos
Edward D. Jones & Co., L.P. Broker
November 1985 - August 1988 · 2 yrs 9 mos
State Registrations3 states
ILOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.