JC
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
407 Fourth St. NW, New Philadelphia, OH, 44663
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 ActivitiesSells Insurance
John is the owner of Cush Financial Services and sells fixed life, annuity, health, disability, and long-term care insurance. This activity takes more than full-time hours.
Employment History
Current Registrations
Independence Capital Co., INC.
February 2021 - Present · 4 yrs 11 mos
Independence Capital Co., INC.
February 2021 - Present · 4 yrs 11 mos
Independence Capital Co., INC. Broker
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
On Investment Management CO
February 2006 - February 2021 · 15 yrs
The O.N. Equity Sales CompanyBroker
April 1989 - February 2021 · 31 yrs 10 mos
State Registrations10 states
FLGAILINMIMTOHPATXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.