George Rohloff is a registered investment advisor at 1st Discount Brokerage, INC., based in Lake Worth, FL, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 219 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Program Fee includes advisory services, trading commission, clearing and execution, and account reporting. A portion of the advisory fee (currently 0.07% of assets under management) is paid by us to Apex Clearing Corporation for clearing services.
Fee Estimator
Location
8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.Broker
Previous Registrations
1st Discount Brokerage, INC.
Echotrade LLCBroker
Generic Trading of Philadelphia, LLCBroker
Worldco, L.L.C.Broker
M. H. Meyerson & CO., INC.Broker
Wall Street Equities IncorporatedBroker
Waterhouse Securities, INC.Broker
Stratton Oakmont INC.Broker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.