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David Fink

Lifestyle Freedom Advisory Group, LLC

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About David Fink

David Fink is a financial advisor with Lifestyle Freedom Advisory Group, LLC. David Fink has been in the financial services industry since June 17, 2006. David Fink is a registered investment advisor in California, Florida, Georgia, New York, and North Carolina. David Fink specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. David Fink holds the Series 7, Series 63, and Series 65 licenses. David Fink is also a Chartered Financial Analyst (CFA).

Firm Information

David Fink is currently registered with Lifestyle Freedom Advisory Group, LLC. Lifestyle Freedom Advisory Group, LLC is an investment advisory firm with over $123 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals, corporations, and pension plans.

$123.87M

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees and assets under advisement

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David Fink’s Registration & Firm History

FL

07/10/2019 - Present

Lifestyle Freedom Advisory Group, LLC (BRADENTON FL)

FL

07/27/2015 - 07/09/2018

HALLIDAY FINANCIAL, LLC (Sarasota FL)

FL

07/02/2008 - 08/03/2015

ROGAN & ASSOCIATES, INC. (Lakewood Ranch FL)

FL

08/01/1994 - 08/02/1996

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 08/13/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/14/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Fink.
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