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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Walter Pinkerton is an Investment Advisor Representative and Registered Representative with Pinkerton Retirement Specialists, LLC. Daniel has been with Pinkerton Retirement Specialists, LLC since September 1996. Daniel also has experience with Sherman Portfolios, LLC and Triad Advisors, LLC. Daniel is a Certified Financial Planner™.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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ID
06/23/2016 - Present
Pinkerton Retirement Specialists, LLC (COEUR D'ALENE ID)
ID
05/19/2016 - 12/25/2020
TRIAD ADVISORS LLC (Coeur d'Alene ID)
ID
07/16/1997 - 06/16/2016
LPL FINANCIAL LLC (COEUR D' ALENE ID)
MA
02/07/1992 - 09/09/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CA
09/17/1991 - 02/05/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/05/1991 - 09/03/1991
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 06/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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