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Pinkerton Retirement Specialists is a dedicated Registered Investment Advisor (RIA) with an over 30-year history. Their mission is clear: to empower individuals, families, and businesses to realize their financial and life goals through exceptional advisory services.
What sets them apart is their unwavering commitment to being independent and unbiased. They operate as a family-owned and operated firm, ensuring their recommendations are free from external pressures such as competing corporate interests or proprietary products. This commitment to independence aligns with their fiduciary responsibility, obliging them by law to act solely in their clients' best interests.
Transparency is a cornerstone of their approach. They are compensated based on portfolio performance, reinforcing accountability and reducing conflicts of interest. Pinkerton Retirement's evidence-based strategy relies on stress testing and objective criteria to assess investments, focusing on minimizing risks and costs.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
120973 | 12 |