Welcome To First Brokerage America

First Brokerage America, LLC will work with you and your other professional advisors to assess your unique situation and recommend, under current tax law, investment programs and services designed to potentially help increase corporate and personal net worth. With our expertise and professional business planning guidance, we can offer a comprehensive range of plans and services to assist business owners, executives and corporations.

Our Strategy

Our Financial Consultants offer personal investment services and can serve as a full service financial information resource for individuals that want a professional, experienced team on their side.  Our strategy is not a product; it's about services: 

  • Assessing needs
  • Exposing and helping to reduce risk
  • Assist in meeting the goals of our clients
  • Implementing various investment planning techniques

We strive to address primary concerns:

  • Safety
  • Liquidity
  • Return
  • Tax consequences

First Brokerage America can be your one-stop financial service provider offering "today's solutions for tomorrow's needs."  

Our Solutions

Get Started / Questions?

Learn more about our suite of Brokerage Solutions and other ways we can assist you.  Contact the Financial Consultant in your area.  

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!

Gene Todd
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Theresa Probert
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Other Registered States
Gene Todd
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Existing Account Support
Sarah Roberts
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* First Brokerage America, LLC, is a registered broker/dealer (Member: FINRA/SIPC), registered investment adviser and insurance agency offering securities, investment advisory services and insurance products.  Insurance products in CA are offered through First Banc Insurance Service, LLC (CA DOI #0C42494). First Brokerage America, LLC, First Banc Insurance Service, LLC and First Bank are affiliates through common ownership. Investment and Insurance products are not insured by the FDIC or any other government agency, are not a deposit or other obligation of or guaranteed by the Bank, and involve risk including the possible loss of principal amount invested.

First Brokerage America, LLC is currently registered as a broker-dealer to service clients located in the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Iowa, Massachusetts, Missouri, Nevada, New Mexico, New Jersey, New York, Oklahoma, Rhode Island, South Carolina, Texas, Washington and Wisconsin.