James Mink, financial advisor Newark DE
90 score

James Mink

CRD Number: 6029386
Current Firm: Mallard Financial Partners Inc.

James Mink (CRD# 6029386) is an Investment Advisor Representative working at Mallard Financial Partners Inc. in Newark, DE and has 1 year of experience in the finance industry. James Mink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mallard Financial Partners Inc. Newark, DE Jan 2014 - Current 4
Pension Management Company Paoli, PA Nov 1985 - Current 32
Mallard Advisors, LLC Newark, DE Feb 2012 - Dec 2013 1
Mallard Advisors, LLC Newark, DE May 2008 - Feb 2012 3
Ed Mink Tax Preparation Rising Sun, MD Feb 1988 - Oct 2011 23

James Mink has no recent exams reported.
Contact Info for James E. Mink
Phone Number: 302-737-4546
Registered State(s):
  • DE
  • PA
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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