Brian Davidson
Investment Adviser Representative at Gallagher Fiduciary Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Davidson is an investment adviser representative with Gallagher Fiduciary Advisors, LLC in Little Rock, AR, where they have been registered since 2023. They have worked in the securities industry since 2002 and have been registered with 6 firms, including LPL Financial LLC and Infinex Investments, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arkansas.
Registrations & licenses
- Investment adviser:
- Arkansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, IncJul 2010 – Feb 2018Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Jul 2010 – Feb 2018Fairfield, IA
- Infinex Investments, Inc.Feb 2018 – Dec 2022Meriden, CT
- BancorpSouthFeb 2018 – Dec 2022Little Rock, AR
- Cadence BankDec 2022 – Dec 2023Little Rock, AR
- LPL Financial LLCDec 2022 – Dec 2023Little Rock, AR
- Gallagher Fiduciary Advisors, LLCDec 2023 – no end date reportedLittle Rock, AR
- Triad AdvisorsDec 2023 – no end date reportedNorcross, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gallagher Fiduciary Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment policy statement and asset allocation, investment structure, manager due diligence and selection, private markets due diligence and selection, investment manager monitoring and performance reporting, OCIO services, socially responsible investments, and independent fiduciary services.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 120
- Offices listed on AdvisorFinder:
- 36
- Main office:
- Rolling Meadows, IL
- SEC file number:
- 801-68868
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Gallagher Fiduciary Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Davidson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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