George Rohloff, financial advisor Lake Worth FL

George Rohloff

CRD Number: 2160441
Current Firm: 1st Discount Brokerage, Inc.

George Rohloff (CRD# 2160441) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Lake Worth, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
1st Discount Brokerage, Inc. W. Palm Beach, FL Jul 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for George P. Rohloff
Phone Number: 561-515-3200
Firm Website: http://www.1db.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $139,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, CA, FL, MA, NJ, PA, RI, TX

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