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Kevin Hockenhull Daley

Lifestyle Freedom Advisory Group, LLC

Huntersville, NC

Bradenton, FL

CRD 7154371

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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:

Current Employers
Lifestyle Freedom Advisory Group, Llc

9040 Town Center Parkway, Bradenton, FL 34202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-07-17
  • NC RA
    APPROVED
    Since 2019-07-17

Branch Locations

9541 Julian Clark Ave Suite 101, Huntersville, NC 28078 • United States

9040 Town Center Parkway, Bradenton, FL 34202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifestyle Freedom Advisory Group, Llc Huntersville NC 07/2019 Present
Lifestyle Freedom Advisory Group, Llc Huntersville NC 10/2018 Present
Navex Global Charlotte NC 11/2017 09/2018
Charlotte Mecklenburg Schools Charlotte NC 08/2017 10/2017
Jefferson County Public Schools Louisville KY 08/2012 05/2017
Self-Employed Huntersville NC 10/2017 12/2017
Unemployed Huntersville NC 05/2017 07/2017
Lifestyle Freedom Group, Llc Dba Array Partners Bradenton FL 10/2018 Present
  • 07/2019 → Present
    Huntersville, NC
  • 10/2018 → Present
    Huntersville, NC
  • 11/2017 → 09/2018
    Navex Global
    Charlotte, NC
  • 08/2017 → 10/2017
    Charlotte Mecklenburg Schools
    Charlotte, NC
  • 08/2012 → 05/2017
    Jefferson County Public Schools
    Louisville, KY
  • 10/2017 → 12/2017
    Self-Employed
    Huntersville, NC
  • 05/2017 → 07/2017
    Unemployed
    Huntersville, NC
  • 10/2018 → Present
    Lifestyle Freedom Group, Llc Dba Array Partners
    Bradenton, FL
Other Businesses

LIFESTYLE FREEDOM GROUP, LLC DBA ARRAY PARTNERS; NOT-INVESTMENT RELATED; OPERATIONS ASSOCIATE; BRADENTON, FL; BUSINESS CONSULTATION; START 10/2018; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-27
  • S65 Uniform Investment Adviser Law Examination
    2019-06-27

View on SEC IAPD

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