Gary Pinkerton, financial advisor Coeur d'Alene ID
96 score

Gary Pinkerton

CRD Number: 4452995
Current Firm: Pinkerton Retirement Specialists, LLC

Gary Pinkerton (CRD# 4452995) is an Investment Advisor Representative working at Pinkerton Retirement Specialists, LLC in Coeur d'Alene, ID and has over 15 years of experience in the finance industry. Gary Pinkerton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA May 2016 - Current < 1
Pinkerton Retirement Specialists, LLC Coeur D'alene, ID Jan 2014 - Current 2
Lpl Financial LLC Coeur D'alene, ID Jan 2014 - May 2016 2
Commonwealth Financial Network Waltham, MA Jul 2009 - Jan 2014 4
Pinkerton Wealth Management Solon, OH Mar 2003 - Jan 2014 10
Linsco Private Ledger Pepper Pike, OH Jul 2007 - Jul 2009 2
Commonwealth Financial Network Waltham, MA Jun 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Gary A. Pinkerton
Phone Number: 800-634-2008
Registered State(s):
  • ID
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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