Founder and President
Pinkerton Retirement Specialists, LLC
Dan Pinkerton, Founder and President, has managed a nationwide clientele's wealth for over 25 years with his hand-picked team of now 20 specialists that include Certified Portfolio Managers®, CERTIFIED FINANCIAL PLANNER® professionals, Registered Financial Consultants®, Certified Fund Specialists® and Registered Paraplanners. Mr. Pinkerton graduated from Stanford University in 1987 with a BA in International Relations with an emphasis in Economics, and entered the profession immediately, incorporating PRS in 1996. OUR PRACTICEPRS is a Registered Investment Advisory Firm registered with the SEC, and is therefore able to work with clients in all 50 states. Our philosophy at Pinkerton Retirement Specialists is based on the premise that all areas of one's finan...
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Latest Articles: High Net Worth - Investor Attitudes and Behaviors
November 22, 2013
While Ultra High Net Worth and Millionaire investors give themselves the bulk of the credit for their financial success, they are slightly more likely than Millionaires to give their financial advisor some due. Click here to read more.
November 14, 2013
Many of the wealthiest investors spend nothing on collectibles, entertainment, politics. // READ MORE//
November 12, 2013
High school and college graduation gift spending differs according to wealth level. Click here to read more
November 11, 2013
Asked to select a financial advisor from a group photo of four men and four women, more investors selected the older male. Click here to read more
November 7, 2013
What advisors tell their investors, and what investors want to hear. Click here to read more
November 5, 2013
The youngest High Net Worth investors put the most stock in their investment abilities. Click here to read more.
November 4, 2013
What are the components of a fiduciary relationship? Click here to read more.
November 1, 2013
Most investors understand their advisor’s fee structure, and a majority find advisors’ fees to be “very expensive.” Click here to read more
October 25, 2013
There are not substantial differences between the portfolios of HNW men and women, but what differences there are in asset distribution are telling. Click here to read more.
October 25, 2013
Advisors need to know what their investors are thinking in regards to risk. Click here to read more
October 23, 2013
Young investors usually get their first advisor through friends or family. Click here to read more
October 21, 2013
Only 10 percent of HNW women investors consider themselves very knowledgeable about financial products and investments, compared with 28 percent of HNW men. Click here to read more.