Carly Frances prentice Bell
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
17 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
17 years in the industry.
- Gallagher Fiduciary Advisors, LLCOct 2025 to now
- Creative Planning, LLCDec 2021 to Aug 2025
- Lockton Investment Advisors, LLCMay 2009 to Apr 2022
- Lockton Companies, LLCMay 2009 to Dec 2021
- Lockton Financial AdvisorsMay 2009 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5395767
- Firm CRD
- 146509