Triad Advisors Welcomes Pinkerton Retirement Specialists, LLC To Its Broker-Dealer And Hybrid RIA Platform
Distinguished Idaho-Based Independent Financial Advisory Firm Serving High-Net-Worth and Institutional Clients Brings $627 Million in Client Assets
17 Aug, 2016, 09:00 ET
ATLANTA, Aug. 17, 2016 /PRNewswire/ -- Triad Advisors, Inc. today announced that Pinkerton Retirement Specialists, LLC ("Pinkerton") has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform. Pinkerton has a total of $627 million in client assets, as of July 25, 2016, in fee-based advisory and brokerage accounts. Triad Advisors is a leading independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
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 comprehensive, proactive approach to asset management and retirement planning, utilizing 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, said, "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," he continued, "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, said, "We are delighted to welcome Dan Pinkerton and his firm to Triad's community of independent financial advisors. Pinkerton Retirement Specialists has consistently been recognized 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 fulfill its vision for high-level client service and continuing on its steady growth trajectory."
In late 2015, Pinkerton moved into a new 24,000-square-foot headquarters which provides significant capacity for adding new employees. The new building also houses the Idaho Wildlife Museum, which has one of the world's largest collections of bronze wildlife sculptures. The museum is open to Pinkerton clients and their guests, and on occasion for general public viewing.
About Pinkerton Retirement Specialists
Based in Coeur d'Alene, Idaho, Pinkerton Retirement Specialists is an independent financial advisory firm providing comprehensive financial planning and wealth management services to high-net- worth individuals and families, and to pensions, 401(k) plans, and foundations. With a total staff of 27 professionals, including seven certified financial planners, Pinkerton provides a comprehensive, proactive approach to asset management and retirement planning, utilizing a broad range of investing tactics and philosophies, with the objective of enabling clients to grow their assets and exceed their retirement goals. Pinkerton has regularly ranked among the top independent advisory firms in the Northwest and in the nation. For more information, please visit www.pinkertonretirement.com.
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs seven years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.
Matthew Griffes / Joseph Kuo
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SOURCE Triad Advisors, Inc.
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