Tina Marie Ferrell
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
20 yearsExperience
1 stateRegistered in
$194.8BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Gallagher Fiduciary Advisors, LLCFeb 2025 to now
- Osaic Wealth, Inc.Aug 2024 to now
- Triad AdvisorsDec 2023 to Aug 2024
- Cadence BankNov 2022 to Dec 2023
- LPL Financial LLCNov 2022 to Dec 2023
- Infinex Investments, Inc.Mar 2018 to Nov 2022
- LPL FinancialSep 2011 to Mar 2018
- Bancorpsouth Insurance Services IncJan 2006 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
Gallagher Fiduciary Advisors, LLC
$194.8BAssets managed
6,120Clients
123Advisers
18 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
- 2794496
- Firm CRD
- 146509