Lifestyle Freedom Advisory Group, LLC

Lifestyle Freedom Advisory Group, LLC (CRD# 283512) is a financial advisory firm headquartered in Bradenton, FL. They manage $113,431,270 in 317 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
9040 Town Center Parkway, Bradenton, FL 34202
https://www.linkedin.com/groups/12051454/
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $357,827
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, NC, NY, SC, TX

Financial Advisors at Lifestyle Freedom Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael Begin, financial advisor Mystic CT
Michael J. Begin
CRD#: 2320363
Mystic, CT

Michael Begin (CRD# 2320363) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Mystic, CT and has over 31 years of experience in the finance industry.

2
John Daley, financial advisor Bradenton FL
John R. Daley
CRD#: 1066953
9040 Town Center Parkway, Bradenton, FL 34202

John Daley (CRD# 1066953) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Bradenton, FL and has over 39 years of experience in the finance industry.

3
Timothy Daley, financial advisor Bradenton FL
Timothy H. Daley
CRD#: 6057426
9040 Town Center Parkway, Bradenton, FL 34202

Timothy Daley (CRD# 6057426) is an Investment Advisor Representative working at Lifestyle Freedom Advisory Group, LLC in Bradenton, FL and has over 5 years of experience in the finance industry.

4
David Fink, financial advisor Sarasota FL
David Fink
CRD#: 2392636
Sarasota, FL

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.

5
Kevin Daley, financial advisor Bradenton FL
Kevin H. Daley
CRD#: 7154371
9040 Town Center Parkway, Bradenton, FL 34202

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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