Daniel W. Pinkerton,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel W. Pinkerton, CFP®

RFC

President

Pinkerton Retirement Specialist, LLC

2000 John Loop
Coeur d'Alene, ID 83814
FINANCIAL ADVISOR'S WEBSITE
(800) 634-2008

General

Daniel Pinkerton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinkerton Retirement Specialist, LLC in Coeur d'Alene, ID and the surrounding communities.

Financial Advisor Overview

Pinkerton Retirement Specialists, LLC is a national Registered Investment Advisory Firm headquartered in Coeur d’Alene, Idaho, serving clients in 30 states. PRS offers proactive, comprehensive retirement strategies for clients with over $500,000 in investable assets and the Ideal 401(k) Plan for businesses with over $1 million in plan assets. Securities offered through Triad Advisors, Member FINRA/SIPC; Advisory Services offered through Pinkerton Retirement Specialists, LLC; Pinkerton Retirement Specialists, LLC is not affiliated with Triad Advisors.

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Financial Advisor Experience

Financial Advisory business since 1987

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RFC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Triad Advisors LLC

Broker-Dealer Disclaimer

Securities offered through Triad Advisors, LLC Member FINRA/SIPC; Advisory Services offered through Pinkerton Retirement Specialists, LLC; Pinkerton Retirement Specialists, LLC is not affiliated with Triad Advisors.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth, Women's Finances

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