Pinkerton Retirement Specialists LLC, based in Coeur d’Alene, Idaho, has joined Triad Advisors Inc.'s broker-dealer and hybrid RIA multi-custodial platform, Triad announced Wednesday.
Pinkerton, which has $627 million in client assets in fee-based advisory and brokerage accounts, provides financial planning, wealth management and financial education services to high-net-worth individuals and families, as well as to pensions, 401(k) plans and foundations.
Triad Advisors is an independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory firms.
Approximately half of Pinkerton’s clients are located in the Northwest and the rest are located nationwide, served by a staff of 27 professionals, including seven CFP professionals.