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Benjamin Lee Glendening

Pinkerton Wealth Partners

Coeur D'ALene, ID

CRD 5544538

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Employer firm

Pinkerton Wealth Partners CRD 120973

$1.44B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pinkerton Wealth Partners

2000 John Loop, Coeur D'ALene, ID 83814 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2021-10-13
  • ID RA
    APPROVED
    Since 2021-10-13

Branch Locations

2000 John Loop, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 05/2016 12/2020
Pinkerton Retirement Specialists Coeur D'ALene ID 05/2010 Present
  • 05/2016 → 12/2020
    Triad Advisors
    Norcross, GA
  • 05/2010 → Present
    Pinkerton Retirement Specialists
    Coeur D'ALene, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-27
  • S66 Uniform Combined State Law Examination
    2019-06-27
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

WILLIAM PATRICK DOUGHERTY
MARLA KAY RINGLING
Tad Peter Johnson

Nearby Offices

LPL FINANCIAL LLC · COEUR D'ALENE, ID
STIFEL, NICOLAUS & COMPANY, INCORPORATED · COEUR D'ALENE, ID
WELLS FARGO CLEARING SERVICES, LLC · COEUR D'ALENE, ID

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