1st Discount Brokerage Email Format
Financial ServicesFlorida, United States11-50 Employees
1st Discount Brokerage operates in the financial services sector. It emphasizes strategies for asset growth and ongoing financial coaching as a guiding framework for investors and savers, blending personal guidance with technology. The company aims to address each client's unique financial needs and goals through a mixed model that combines human advisory support with digital tools. The firm is based in Wellington, Florida, and is led by founder and CEO William Corley. Its target customers are individual investors and savers seeking tailored financial guidance to build and manage their assets. With a small to mid-sized team, the company positions itself within the financial services industry as a hybrid advisory provider.