Timothy Hockenhull Daley

Employer firm

Lifestyle Freedom Advisory Group, LLC CRD 283512

$157M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → Present
  Lifestyle Freedom Advisory Group, Llc
  Bradenton, FL
• 05/2018 → Present
  Lifestyle Freedom Group, Llc Dba Array Partners
  Bradendon, FL
• 08/2017 → 05/2018
  Lpl Financial
  Fort Mill, SC
• 10/2015 → 08/2017
  Lpl Financial
  Fort Mill, SC
• 05/2019 → Present
  Lifestyle Freedom Group, Llc
  Bradenton, FL
• 05/2018 → Present
  Lifestyle Freedom Group, Llc Dba Family Office Division
  Bradenton, FL
• 02/2024 → Present
  Lifestyle Freedom Safe Harbor, Llc
  Bradenton, FL

Other Businesses

LIFESTYLE FREEDOM GROUP, LLC DBA ARRAY PARTNERS AND FAMLY OFFICE DIVISION; NOT-INVESTMENT RELATED; DIRECTOR OF OPERATIONS/Member; BRADENTON, FL; BUSINESS CONSULTATION; START 05/2018; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS. LIFESTYLE FREEDOM GROUP, LLC; MEMBER/Director of Operations; BRADENTON, FL; START 05/2019; APPROXIMATELY 10% OF TIME SPENT IN BUSINESS. Lifestyle Freedom Safe Harbor, LLC; Insurance agent; BRADENTON, FL; START 02/2024; 24 hours/month, all during trading; insurance sales and service. LIFESTYLE FREEDOM SAFE HARBOR, LLC; OPERATIONS; BRADENTON, FL; START 05/2018; APPROXIMATELY 10% OF TIME SPENT IN THIS BUSINESS. LIFESTYLE FREEDOM GROUP, LLC dba Family Office Division Investment related: No Address: 9040 Town Center Parkway, Bradenton, FL 34202 Nature: Consulting, providing estate and tax planning, cost segregation, and business valuation services Position: Member/Director of Operations; Start date: 5/2018 hours/month:24 hours during securities trading hours:24 Duties: Assist with back end workflows, assisting consultants with crafting presentations

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-06

Other Names

• Tim Daley