RG
CFP
RG
CFP

Ronald Lee Glendening

23 Years of Experience
May Earn Commission
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
2 advisors
Number of Clients
1,533 clients
Average Client Portfolio
$379K average
Assets Under Management
$581.6M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

2000 John Loop, Coeur D'Alene, ID, 83814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ronald is the COO and a wealth advisor for Pinkerton Retirement Spec. LLC, spending about 10-20% of his time in this role. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust and an Investment Adviser Representative for Sherman Portfolios, LLC.

Employment History
Current Registrations
Sherman Portfolios, LLC
October 2022 - Present · 3 yrs 4 mos
Pinkerton Wealth Partners
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
LPL Financial Corporation
July 2003 - October 2010 · 7 yrs 3 mos
LPL Financial LLCBroker
January 2002 - May 2016 · 14 yrs 4 mos
State Registrations2 states
IDWA
Advisor
Exams
No exam information available for this advisor.