Daniel Walter Pinkerton
Investment adviser representative at Sherman Portfolios
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Market timing
Experience
30 years in the industry.
- Sherman PortfoliosAug 2022 to now
- True Freedom Investing, LLC dba Sherman PortfoliosJul 2022 to now
- Pinkerton Retirement Specialists, LLCSep 1996 to now
- Triad Advisors, Inc.May 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Sherman Portfolios
Legal name: True Freedom Investing, LLC
$1.6BAssets managed
6,652Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2128422
- Firm CRD
- 322728