MU
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 ActivitiesSells Insurance
Margaret is an insurance agent selling life, health, Medicare supplemental insurance, and fixed annuities. This activity requires a few hours per week.
Employment History
Current Registrations
Independence Capital Co., INC.
January 2009 - Present · 17 yrs
Independence Capital Co., INC. Broker
March 2004 - Present · 21 yrs 10 mos
Previous Registrations
Independence Capital Co., INC. Broker
April 2002 - October 2002 · 6 mos
Waddell & Reed, INC.Broker
June 2001 - April 2002 · 10 mos
Intersecurities, INC. Broker
May 2000 - June 2001 · 1 yr 1 mo
Independence Capital Co., INC. Broker
January 1999 - May 2000 · 1 yr 4 mos
Independence Capital Co., INC. Broker
March 1996 - November 1998 · 2 yrs 8 mos
Transamerica Financial Resources, INC.Broker
March 1990 - April 1996 · 6 yrs 1 mo
Transamerica Securities Sales CorporationBroker
March 1990 - July 1995 · 5 yrs 4 mos
Metlife Securities INC.Broker
April 1989 - October 1989 · 6 mos
Metropolitan Life Insurance CompanyBroker
April 1989 - October 1989 · 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.