Broker Check

Background

Bill S. Pinkerton, CLU, ChFC

770-754-1025

770-754-0665

bpinkerton@sagepointadvisor.com

Bill Pinkerton has been in the financial services industry since August 1982, and provides financial services to successful individuals, small business owners, and corporate clients as an Independent Financial Advisor. Bill specializes in risk management, asset preservation, wealth accumulation, wealth distribution, and estate planning strategies.

Bill's company, Pinkerton Financial Resources LLC, was founded upon principles placing the utmost value on his clients' financial goals and objectives. He's in the business of building long term relationships based upon trust and quality client service.

Bill is a graduate of Truman State University with a B.S. in Business Administration. He complimented his education in the industry by obtaining the CLU and ChFC designation through the American College in Bryn Mawr, Pennsylvania. In his spare time, Bill enjoys family, travel and golf. He is very active in the Rotary Club of Milton, a member of the National Association of Insurance and Financial Advisors (NAIFA), a Qualifying and Life Member of the Million Dollar Round Table (MDRT), and a 2021 Court of the Table and Top of the Table MDRT Qualifier.  Bill, his wife Lisa and family reside in Alpharetta, Georgia.

Areas of Specialty

  • Asset Preservation
  • Retirement Planning
  • Risk Management
  • Insurance Planning
  • Wealth Accumulation
  • Wealth Distribution
  • Estate Planning
  • Business Retirement Planning

 *Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.