Gary
Pinkerton
Pinkerton Retirement Specialists, LLC
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About this Advisor
Gary Pinkerton is a certified financial planner based in Coeur D Alene, Idaho who has 9 years of relevant experience. Pinkerton is currently employed by Pinkerton Retirement Specialists, LLC. During their career, Pinkerton has held roles at Commonwealth Financial Network, Pinkerton Wealth Management, Lpl Financial LLC, Pinkerton Retirement Specialists, LLC and Triad Advisors, Inc. Pinkerton has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Idaho. Pinkerton Retirement Specialists, LLC is a financial advisory business operating out of Coeur D Alene, ID. The company has offices in two locations and a total of 21 advisors. It controls $892 million in total assets among its 4,163 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 4,163 accounts, 27% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Pinkerton Retirement Specialists, LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinkerton Retirement Specialists, LLC Brokerage Details
$892,233,633
21
4,163
$214,325
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gary Pinkerton Work History
Gary has been registered as a financial advisor for 9 years.*
Triad Advisors, Inc
Pinkerton Retirement Specialists, LLC
Lpl Financial LLC
Commonwealth Financial Network
Pinkerton Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Pinkerton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID
University Place, WA
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
Coeur D Alene, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
