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.
Media Contact:
Matthew
Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520, ext. 103 / 424 652 6520, ext 101
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.