Robert Billstein
CRD Number: 1065232
Current Firm: Independence Capital Company, Inc.
Compensation Model: Fee Only
Robert Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has almost 40 years of experience in the financial industry. Robert Billstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independence Capitalcompany Inc. | Parma, OH | Oct 2009 - Current | 14 |
| Walnut Street Securities Inc. | Toledo, OH | May 2006 - Current | 17 |
| First Southeastern Securities Group, Incorporated | Atlanta, GA | Mar 1995 - Current | 29 |
| Sole Proprietorship | Rosnell, GA | Oct 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1982 |
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Total Assets Under Management88MILLIONS
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Total Number of Accounts439ACCOUNTS
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Average Account Value$200,802
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IN, MI, OH, PA
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