David Fink (CRD# 2392636) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Sarasota, FL and has over 28 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 |
|---|---|---|---|
| Colorado Financial Service Corporation | Centennial, CO | May 2020 - Current | 3 |
| Lifestyle Freedom Group, LLC | Bradenton, FL | May 2019 - Current | 4 |
| Lifestyle Freedom Advisory Group, LLC | Bradenton, FL | Jul 2018 - Current | 5 |
| Lifestyle Freedom Group, Llc Dba Family Office Division | Bradenton, FL | Jul 2018 - Current | 5 |
| Lifestyle Freedom Safe Harbor LLC | Bradenton, FL | Jul 2018 - Current | 5 |
| Lifestyle Freedom Group Llc Dba Array Partners | Bradenton, FL | Jul 2018 - Current | 5 |
| Brm Sarasota, LLC | Sarastoa, FL | Jul 2015 - Current | 8 |
| Cosroc Holdings | Sarasota, FL | Jan 2015 - Current | 9 |
| Cosroc Properties, LLC | Sarastoa, FL | Apr 2010 - Current | 14 |
| Df Lfg, LLC | Sarasota, FL | May 2019 - Dec 2020 | 1 |
| Bfk Investments LLC | Sarasota, FL | Jan 2006 - Dec 2020 | 14 |
| Tsa Management Inc. | Sarasota, FL | Sep 2015 - Jul 2018 | 2 |
| Halliday Financial LLC | Sarasota, FL | Jul 2015 - Jul 2018 | 3 |
| Rogan And Associates, Inc. | University Park, FL | Jun 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- CA
- FL
- GA
- NY
- 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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