Unclaimed Profile

Donald Brent Jr Phillips

1ST DISCOUNT BROKERAGE, INC.·WELLINGTON, Florida

SIE, Series 7, Series 24, Series 53, Series 63Clean record18 years registered1ST 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. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 1ST DISCOUNT BROKERAGE, INC.

SAIGON CAPITAL MARKETS LLC

Dec 2009 – Apr 2018

VALLEJO, CA

1ST DISCOUNT BROKERAGE, INC.

Jun 2008 – Sep 2012

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · June 6, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST DISCOUNT BROKERAGE, INC.

CRD 39164 · SEC 801-68364

AUM

$17M

Regulatory assets under management

Employees

88 client accounts

Services offered by 1ST DISCOUNT BROKERAGE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

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

Introduction

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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.

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, last registered with 1ST DISCOUNT BROKERAGE, INC..

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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