Unclaimed Profile

Joseph Leonard Daigle

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware

SIE, Series 7, Series 65, Series 66Clean record14 years registeredMALLARD FINANCIAL PARTNERS INC

750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 5936417Firm CRD# 169009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Leonard Daigle · NEWARK, DE

Registration

CRD #5936417 · MALLARD FINANCIAL PARTNERS INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MALLARD FINANCIAL PARTNERS INC

MERCER GLOBAL ADVISORS INC.

Aug 2023 – Apr 2025

Newark, DE

MALLARD FINANCIAL PARTNERS INC

Jul 2017 – Feb 2024

NEWARK, DE

MML INVESTORS SERVICES, LLC

Jun 2012 – Aug 2013

ELKTON, MD

ING FINANCIAL PARTNERS, INC

Oct 2011 – Apr 2012

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · October 27, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MALLARD FINANCIAL PARTNERS INC

CRD 169009 · SEC 801-78580

AUM

$188M

Regulatory assets under management

Employees

626 client accounts

Services offered by MALLARD FINANCIAL PARTNERS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MALLARD FINANCIAL PARTNERS INC →

Introduction

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Frequently Asked Questions

What services does Joseph Leonard Daigle offer?

Joseph Leonard Daigle specializes in Financial Planning, Investment Management.

What are Joseph Leonard Daigle's credentials?

Joseph Leonard Daigle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Leonard Daigle located?

Joseph Leonard Daigle is based in NEWARK, Delaware, last registered with MALLARD FINANCIAL PARTNERS INC.

How does Joseph Leonard Daigle charge for services?

Joseph Leonard Daigle'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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