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Anthony Michael Roylance

Pinkerton Retirement Specialists, LLC

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About Anthony Michael Roylance

Anthony Roylance is an investment advisor representative at Pinkerton Retirement Specialists, LLC. Anthony Roylance has been in the financial industry for over 22 years, specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Anthony Roylance holds a Series 65 license. He is registered with the state of Missouri. Anthony Roylance is also an Investment Advisor Director of Research with Sherman Portfolios, LLC.

Firm Information

Anthony Roylance is currently registered with Pinkerton Retirement Specialists, LLC. Pinkerton Retirement Specialists, LLC is a financial advisor based in Coeur d'Alene, Idaho. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They manage approximately $1 billion in assets for 4,141 clients, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm is registered with the Securities and Exchange Commission (SEC) and has a total of 12 employees, including 1 licensed agent, 8 investment advisor representatives, and 1 registered representative.
Pinkerton Retirement Specialists, LLC

2000 JOHN LOOP

COEUR D'ALENE, ID 83814

$1.02B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Roylance’s Registration & Firm History

ID

08/29/2024 - Present

Pinkerton Retirement Specialists, LLC (COEUR D'ALENE ID)

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Licenses & Designations

IA

Issued 12/22/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Michael Roylance.
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