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Joseph Leonard Daigle

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Clean recordMALLARD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Leonard Daigle 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# 5936417
Firm CRD# 169009
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Leonard Daigle offer?
Joseph Leonard Daigle specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.
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, working with MALLARD FINANCIAL PARTNERS INC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
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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Other Advisors at MALLARD FINANCIAL PARTNERS INC

Paul S. Baumbach
NEWARK, DE
Jacqie Sue Thompson
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
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Research
Advisor Fees in DelawareNational Fee Analysis
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