Brian Davidson
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
16 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
16 years in the industry.
- Gallagher Fiduciary Advisors, LLCDec 2023 to now
- Triad AdvisorsDec 2023 to now
- Cadence BankDec 2022 to Dec 2023
- LPL Financial LLCDec 2022 to Dec 2023
- BancorpsouthFeb 2018 to Dec 2022
- Infinex Investments, Inc.Feb 2018 to Dec 2022
- Cambridge Investment Research Advisors, Inc.Jul 2010 to Feb 2018
- Cambridge Investment Research, IncJul 2010 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 4527598
- Firm CRD
- 146509