James MinkCRD 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.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Mallard Financial Partners Inc.||Newark, DE||Jan 2014 - Current||3|
|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|
Total Assets Under Management143MILLIONS
Total Number of Accounts583ACCOUNTS
Average Account Value$245,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
DE, MD, NY, PA