Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
5,431 clients
Average Client Portfolio
$33.3M average
Assets Under Management
$180.6B

Fee Structure

Minimum Investment:$3K
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Location

17900 Chenal Parkway, Ste. 300, Little Rock, AR, 72223

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History

Regulatory History
Clean regulatory record

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.

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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
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Triad Advisors LLCBroker
December 2023 - January 2024 · 1 mo
LPL Financial LLC
December 2022 - December 2023 · 1 yr
LPL Financial LLCBroker
December 2022 - December 2023 · 1 yr
Infinex Investments, INC.
February 2018 - November 2022 · 4 yrs 9 mos
Infinex Investments, INC.Broker
February 2018 - November 2022 · 4 yrs 9 mos
Cambridge Investment Research, INC.Broker
July 2010 - February 2018 · 7 yrs 7 mos
Cambridge Investment Research Advisors, INC.
July 2010 - February 2018 · 7 yrs 7 mos
Nationwide Securities, LLC
August 2008 - July 2010 · 1 yr 11 mos
Nationwide Securities, LLCBroker
August 2008 - July 2010 · 1 yr 11 mos
1717 Capital Management Company
February 2005 - August 2008 · 3 yrs 6 mos
1717 Capital Management CompanyBroker
September 2004 - August 2008 · 3 yrs 11 mos
1717 Capital Management Company
May 2002 - July 2004 · 2 yrs 2 mos
1717 Capital Management CompanyBroker
April 2002 - July 2004 · 2 yrs 3 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.
Brian Davidson - Financial Advisor | TrueAdvisor