Brian Davidson is a registered investment advisor at Gallagher Fiduciary Advisors, LLC, based in Little Rock, AR, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,431 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gallagher Fiduciary Advisors (GFA) charges a fee based on a percentage of the value of your investments, up to 2.00%. The specific fees are outlined in each client's agreement.
GFA also offers risk-adjusted model portfolios and strategies that may cost up to 0.85% of the value of your investments, depending on the model/strategy selected. These fees are in addition to the advisory fee.
Location
17900 Chenal Parkway, Ste. 300, Little Rock, AR, 72223
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian works as an employee benefits consultant for Gallagher Benefit Services, Inc. and as an investment advisor representative for Gallagher Fiduciary Advisors, LLC. These roles take about a quarter of Brian's time and nearly full-time, respectively.
Employment History
Current Registrations
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.