1DB Profile

1st Discount Brokerage, Inc. is a registered investment adviser with its principal place of business located in Lake Worth, Florida. 1st Discount Brokerage, Inc. (1DB RIA) began conducting advisory business in 2002. Our approach is hands-on; we are available to communicate and interact with our trusted clientele. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, we develop an individualized investment policy and create and manage a portfolio based on that policy. Investment discretion is used when preferred by the client.

In addition to individually managed portfolios, 1DB RIA offers the following services:

  • Wrap program
  • Pension consulting services
  • Manager selection program
  • Financial planning
  • Advisory referral services
  • Individual 401K management
  • Consulting services
  • Tax Preparation