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Brian Davidson

Gallagher Fiduciary Advisors, LLC

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About Brian Davidson

Brian Davidson is an investment advisor representative at Gallagher Fiduciary Advisors, LLC. Brian has been in the financial services industry since 2000. Brian holds the Series 66 and Series 7 securities licenses. Brian specializes in providing investment advice and financial planning services to individuals, businesses, and retirement plans.

Firm Information

Brian Davidson is currently registered with Gallagher Fiduciary Advisors, LLC. Gallagher Fiduciary Advisors, LLC is an investment advisory firm based in Rolling Meadows, IL. With over 160 employees, the firm provides a variety of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage over $10 billion in assets for a diverse clientele including individuals, corporations, pension plans, and other institutions.
Gallagher Fiduciary Advisors, LLC

2850 GOLF ROAD

ROLLING MEADOWS, IL 60008

$10.24B

Assets Under Management

1,900

Total Clients

103

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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see schedule d misc. for explanation

See schedule d misc. for explanation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Davidson’s Registration & Firm History

AR

01/22/2024 - Present

Gallagher Fiduciary Advisors, LLC (Little Rock AR)

GA

12/20/2023 - 01/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

AR

12/01/2022 - 12/12/2023

LPL FINANCIAL LLC (LITTLE ROCK AR)

AR

02/28/2018 - 11/30/2022

INFINEX INVESTMENTS, INC. (LITTLE ROCK AR)

AR

07/01/2010 - 02/21/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (LITTLE ROCK AR)

AR

08/01/2008 - 07/06/2010

NATIONWIDE SECURITIES, LLC (LITTLE ROCK AR)

AR

09/14/2004 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (LITTLE ROCK AR)

DE

04/18/2002 - 07/28/2004

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

BOTH

Issued 09/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Davidson.
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