Brian Davidson (CRD# 4527598) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Little Rock, AR and has over 23 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | Little Rock, AR | Dec 2023 - Current | < 1 |
| Triad Advisors | Norcross, GA | Dec 2023 - Current | < 1 |
| Cadence Bank | Little Rock, AR | Dec 2022 - Dec 2023 | 1 |
| Lpl Financial LLC | Little Rock, AR | Dec 2022 - Dec 2023 | 1 |
| Infinex Investments, Inc. | Meriden, CT | Feb 2018 - Dec 2022 | 4 |
| Bancorpsouth | Little Rock, AR | Feb 2018 - Dec 2022 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2010 - Feb 2018 | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2010 - Feb 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- AR
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Total Assets Under Management10,243MILLIONS
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Total Number of Accounts4,100ACCOUNTS
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Average Account Value$2,498,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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