Company Information

Get to know Mallard Financial Partners Inc.

Founded in 2003, Mallard Financial Partners Inc. is an independent financial advisory firm headquartered in Newark, Delaware. The company's mission is to simplify the financial lives of its clients by building long-term, personalized partnerships. They specialize in comprehensive financial planning, investment management, and retirement planning for individuals and families. The firm's advisors are affiliated with LPL Financial, a registered investment advisor and broker-dealer, to offer securities and advisory services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Mallard Financial Partners Inc.

United States

Founded in

1996 (30 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.