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Pinkerton Retirement Specialists
2141 Merritt Creek Loop
Coeur d'Alene, ID 83814
Phone: (208) 667-8998
Fax: (208) 667-5868
Toll-free: (800) 634-2008
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Household Income Minimum: $0 Investable Asset Minimum: $500,000
Pinkerton Retirement Specialists is a Registered Investment Advisor, with securities offered through LPL Financial, member FINRA/SIPC. There are 12 different characteristics that set PRS apart from most advising firms:1. Leadership - PRS is ranked in the top 100 Independent Advisors in the nation since 2007 according to Registered Rep Magazine.2. Professionalism - 80% of the 16 full-time team members are securities and insurance licensed.3. Research - Local research team specializing in "Advance & Protect" strategies.4. Fiduciary Responsibility - All three advisors hold the CFP® designation.5. Vision - PRS has a business continuation plan, with service teams at least 3 employees deep at every service level.6. Stability - PRS has a total of 18 employees with their expenses covered by recurring revenue.7. Proactive Service - Our Annual Client Surveys show that almost 100% of our clients are receiving service from PRS beyond anything they've previously experienced.8. Customization - All clients have customized recommendations tailored to their personal situations.9. Experience - We have been in business for 22 years, with the average advisor tenure being 14 years at PRS.10. Family - As PRS is a family owned and operated business, we treat all our clients like family.11. Community Service - PRS gives 10% of its profits back to the community.12. Commitment to Excellence - PRS purposefully limits the amount of new clients they accept each year, in an effort to narrow their focus and provide better service.
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