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Jacqie Sue Thompson

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Clean recordMALLARD FINANCIAL PARTNERS INC
750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 6843632Firm CRD# 169009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqie Sue Thompson · NEWARK, DE
Registration
CRD #6843632 · MALLARD FINANCIAL PARTNERS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacqie Sue Thompson is a registered financial advisor based in NEWARK, Delaware, affiliated with MALLARD FINANCIAL PARTNERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
MALLARD FINANCIAL PARTNERS INC
MALLARD FINANCIAL PARTNERS INC
AUM
$188M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MALLARD FINANCIAL PARTNERS INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6843632
Firm CRD# 169009
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqie Sue Thompson offer?
Jacqie Sue Thompson specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.
What are Jacqie Sue Thompson's credentials?
Jacqie Sue Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqie Sue Thompson located?
Jacqie Sue Thompson is based in NEWARK, Delaware, working with MALLARD FINANCIAL PARTNERS INC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Jacqie Sue Thompson charge for services?
Jacqie Sue Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALLARD FINANCIAL PARTNERS INC?
MALLARD FINANCIAL PARTNERS INC has approximately 13 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MALLARD FINANCIAL PARTNERS INC

Paul S. Baumbach
NEWARK, DE
Joseph Leonard Daigle
NEWARK, DE
Pamela S. Baumbach
NEWARK, DE
Susan Elizabeth Lehnerd
NEWARK, DE

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)MONTCHANIN (2)CLAYMONT (2)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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