Unclaimed Profile

Aileen M Gallagher

1ST DISCOUNT BROKERAGE, INC.·WELLINGTON, Florida

1ST DISCOUNT BROKERAGE, INC.

420 SOUTH STATE ROAD 7, WELLINGTON, FL 33414CRD# 4606132Firm CRD# 39164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aileen M Gallagher · WELLINGTON, FL

Registration

CRD #4606132 · 1ST DISCOUNT BROKERAGE, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Aileen M Gallagher is a registered financial advisor based in WELLINGTON, Florida, affiliated with 1ST DISCOUNT BROKERAGE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

1ST DISCOUNT BROKERAGE, INC.

AUM

$17M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 1ST DISCOUNT BROKERAGE, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: TICKET CHARGES

Regulatory

SEC/IARD CRD# 4606132

Firm CRD# 39164

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aileen M Gallagher offer?

Aileen M Gallagher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLINGTON, Florida for a consultation.

What are Aileen M Gallagher's credentials?

Aileen M Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aileen M Gallagher located?

Aileen M Gallagher is based in WELLINGTON, Florida, working with 1ST DISCOUNT BROKERAGE, INC.. Their office serves clients in the WELLINGTON metropolitan area and surrounding communities.

How does Aileen M Gallagher charge for services?

Aileen M Gallagher's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: ticket charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST DISCOUNT BROKERAGE, INC.?

1ST DISCOUNT BROKERAGE, INC. has approximately 51 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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