Thu, 18/08/2016 - 08:44
Pinkerton Retirement Specialists has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform.
Pinkerton has a total of USD627 million in client assets, as of 25 July, in fee-based advisory and brokerage accounts.
Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services.
Based in Coeur d’Alene, Idaho, Pinkerton provides financial planning, wealth management and financial education services to a clientele of high-net-worth individuals and families, and to pensions, 401(k) plans, and foundations. Approximately half its clients are located in the Northwest and the rest are located nationwide.
With a total staff of 27 professionals, including seven certified financial planners, Pinkerton provides a proactive approach to asset management and retirement planning, using a broad range of investing tactics and philosophies, with the objective of enabling clients to grow their assets and exceed their retirement goals.
Since its start over 29 years ago, the Pinkerton team has provided retirement education to over 10,000 retirees through its copyrighted Retirement Strategies and Asset Protection Workshop.
Dan Pinkerton, founder, president and chief executive officer of Pinkerton Retirement Specialists, says: “We’re very pleased to join Triad Advisors’ broker-dealer and their hybrid RIA platform. Previously, we used a “Swiss army knife” approach to our service providers which included having all our tools in one package, but after significant research we discovered we could improve our client experience through an unbundled approach that would allow us to offer the best tools and services available from multiple sources. That includes having our own RIA, working with the leading broker-dealer for servicing RIA firms, having access to a variety of top custodians, as well as offering the most advanced technology on the market. Triad understands our comprehensive way of doing business – it’s a perfect cultural match.
“We were also attracted to Triad’s relationship with Ladenburg Thalmann, which gives us access to investment banking, initial public offerings, private placements and other sophisticated investment products that are only available to accredited investors.”
Nathan Stibbs, executive vice president, chief strategy officer at Triad Advisors, says: "We are delighted to welcome Dan Pinkerton and his firm to Triad’s community of independent financial advisers. Pinkerton Retirement Specialists has consistently been recognised as one of the very top financial advisory firms in the Northwest, and among the leading independent firms in the nation. We look forward to helping Pinkerton fulfil its vision for high-level client service and continuing on its steady growth trajectory.”
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