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.

Similar Advisors
Steven Clott, financial advisor Newark DE
Steven M. Clott
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
Similar Advisors
Peter Gaertner, financial advisor Newark DE
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management, Inc.
Score
103
Similar Advisors
Paul Montefiore Jr., financial advisor Newark DE
Paul J. Montefiore Jr.
CRD# 5570332
Msi Financial Services, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Mallard Financial Partners Inc. Newark, DE Jan 2014 - Current 2
Pension Management Company Paoli, PA Nov 1985 - Current 31
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
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $245,434
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

DE, MD, NY, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.