1st Discount Brokerage, Inc.

1st Discount Brokerage, Inc. (CRD# 39164) is a financial advisory firm headquartered in Lake Worth, FL. They manage $20,248,567 in 85 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $238,218
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, FL, PA, TX

Financial Advisors at 1st Discount Brokerage, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Nicky M. Cheng
CRD#: 4146799
8927 Hypoluxo Road, Suite A5, Lake Worth, FL 33467
93
Wealthminder
score

Nicky Cheng (CRD# 4146799) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Lake Worth, FL and has over 12 years of experience in the finance industry.

2
Richard A. Germer
CRD#: 2955329
5555 New Territory Blvd., #10205-a, Sugar Land, TX 77479
93
Wealthminder
score

Richard Germer (CRD# 2955329) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Sugar Land, TX and has over 9 years of experience in the finance industry.

3
John D. McHugh
CRD#: 825583
648 Kelly Avenue, #3, Half Moon Bay, CA 94019
93
Wealthminder
score

John McHugh (CRD# 825583) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Half Moon Bay, CA and has over 34 years of experience in the finance industry.

4
Kevin W. Obley
CRD#: 1899593
Magalia, CA
93
Wealthminder
score

Kevin Obley (CRD# 1899593) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Magalia, CA and has over 28 years of experience in the finance industry.

5
Jacqueline G. Pardew
CRD#: 1235564
2506 W. Washington Ave.,, Jonesboro, AR 72401
93
Wealthminder
score

Jacqueline Pardew (CRD# 1235564) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Jonesboro, AR and has over 24 years of experience in the finance industry.

6
George P. Rohloff
CRD#: 2160441
8927 Hypoluxo Road, Suite A5, Lake Worth, FL 33467
93
Wealthminder
score

George Rohloff (CRD# 2160441) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Lake Worth, FL and has over 25 years of experience in the finance industry.

7
Duane W. Sunby
CRD#: 4223518
121 Monmouth Street, Suite A, Red Bank, NJ 07701
89
Wealthminder
score

Duane Sunby (CRD# 4223518) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Red Bank, NJ and has over 3 years of experience in the finance industry.

8
Jeffrey E. Bogosian
CRD#: 2257321
127 Dorrance St., Penthouse Suite, Providence, RI 02903
83
Wealthminder
score

Jeffrey Bogosian (CRD# 2257321) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Providence, RI and has over 24 years of experience in the finance industry.

9
William H. Corley
CRD#: 1321008
8927 Hypoluxo Road, Suite A5, Lake Worth, FL 33467
83
Wealthminder
score

William Corley (CRD# 1321008) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Lake Worth, FL and has over 31 years of experience in the finance industry.

10
Joel S. Deyoung
CRD#: 4310876
8927 Hypoluxo Road, Suite A5, Lake Worth, FL 33467
73
Wealthminder
score

Joel Deyoung (CRD# 4310876) is an Investment Advisor Representative working at 1st Discount Brokerage, Inc. in Lake Worth, FL and has over 16 years of experience in the finance industry.

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