Broker Check

Background

Bill S. Pinkerton, CLU, ChFC

770-754-1025

770-754-0665

[email protected]

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), and current Court of the Table Member and Qualifying and Life Member of the Million Dollar Round Table (MDRT).  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. 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.