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Donald Brent Jr Phillips

1ST DISCOUNT BROKERAGE, INC.·WELLINGTON, Florida
1ST DISCOUNT BROKERAGE, INC.
420 SOUTH STATE ROAD 7, WELLINGTON, FL 33414CRD# 1039964Firm CRD# 39164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Brent Jr Phillips · WELLINGTON, FL
Registration
CRD #1039964 · 1ST DISCOUNT BROKERAGE, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Donald Brent Jr Phillips 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.

02

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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03

Firm Overview

Firm
1ST DISCOUNT BROKERAGE, INC.
1ST DISCOUNT BROKERAGE, INC.
AUM
$17M
Regulatory assets under management
Employees
51
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: TICKET CHARGES
Regulatory
SEC/IARD CRD# 1039964
Firm CRD# 39164
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Brent Jr Phillips offer?
Donald Brent Jr Phillips specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLINGTON, Florida for a consultation.
What are Donald Brent Jr Phillips's credentials?
Donald Brent Jr Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Brent Jr Phillips located?
Donald Brent Jr Phillips 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 Donald Brent Jr Phillips charge for services?
Donald Brent Jr Phillips'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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Other Advisors at 1ST DISCOUNT BROKERAGE, INC.

Robert Steve Jr Kohany
WELLINGTON, FL
Aileen M Gallagher
WELLINGTON, FL
William Harold Jr Corley
WELLINGTON, FL

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