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Robert Alan Billstein

Independence Capital CO., Inc.

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About Robert Alan Billstein

Robert Alan Billstein is a financial professional with over 30 years of experience in the industry. Currently, Robert works as an Investment Advisor Representative at Independence Capital Co., Inc. Robert is also registered as a Registered Representative in Ohio. Robert is a Certified Financial Planner and is Series 63, Series 7, and SIE licensed. Robert is also a Trustee for some family accounts. Previously, Robert worked for Walnut Street Securities, Inc. Robert has worked at several other firms during his career, including First Southeastern Securities Group, Incorporated, WM Smith Securities Incorporated, and Davis, Mendel & RegenSTEIN, Inc. Robert works with high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.

Firm Information

Robert Billstein is currently registered with Independence Capital CO., Inc.. Independence Capital CO., Inc. is a Corporation that has been in business since April 29, 1989. The firm is registered with the SEC and in 35 states. They provide financial planning and portfolio management services for individuals and have a total of 439 accounts under management, including both discretionary and non-discretionary accounts. They also offer selection of other advisers as an advisory service.

$88.15M

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Billstein’s Registration & Firm History

OH

10/27/2009 - Present

Independence Capital CO., Inc. (PARMA OH)

OH

05/24/2006 - 10/06/2009

WALNUT STREET SECURITIES, INC. (TOLEDO OH)

FL

04/06/1995 - 03/20/2006

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)

CO

02/20/1995 - 06/01/1995

WM SMITH SECURITIES INCORPORATED (GREENWOOD VILLAGE CO)

GA

09/24/1982 - 09/08/1994

DAVIS, MENDEL & REGENSTEIN, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 10/01/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Alan Billstein.
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