Kevin Daley (CRD# 7154371) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Bradenton, FL and has over 4 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifestyle Freedom Advisory Group, LLC | Huntersville, NC | Jul 2019 - Current | 4 |
| Lifestyle Freedom Advisory Group, LLC | Huntersville, NC | Oct 2018 - Current | 5 |
| Lifestyle Freedom Group, Llc Dba Array Partners | Bradenton, FL | Oct 2018 - Current | 5 |
| Navex Global | Charlotte, NC | Nov 2017 - Sep 2018 | < 1 |
| Self-employed | Huntersville, NC | Oct 2017 - Dec 2017 | < 1 |
| Charlotte Mecklenburg Schools | Charlotte, NC | Aug 2017 - Oct 2017 | < 1 |
| Unemployed | Huntersville, NC | May 2017 - Jul 2017 | < 1 |
| Jefferson County Public Schools | Louisville, KY | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- NC
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$357,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, NC, NY, SC, TX
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