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Nathaniel Joseph Collier

Pinkerton Retirement Specialists, LLC

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About Nathaniel Joseph Collier

Nathaniel Collier is a registered investment advisor representative in Idaho. Nathaniel Collier is associated with Pinkerton Retirement Specialists, LLC. Nathaniel Collier has been in the financial services industry since 2018. Nathaniel Collier has passed the Series 7, Series 66 and SIE exams. Nathaniel Collier previously worked at Triad Advisors LLC in Coeur d'Alene, Idaho. Nathaniel Collier also volunteers for the Prairie Cardinals Baseball Club, a non-profit youth sports organization.

Firm Information

Nathaniel Collier 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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Nathaniel Collier’s Registration & Firm History

ID

10/13/2021 - Present

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

ID

04/24/2018 - 12/25/2020

TRIAD ADVISORS LLC (Coeur d'Alene ID)

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Licenses & Designations

BOTH

Issued 09/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Joseph Collier.
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