Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Daley is an Investment Advisor Representative with Lifestyle Freedom Advisory Group, LLC, and is licensed in North Carolina. Kevin has been working in the financial industry since 2012 and specializes in helping clients with financial planning and investment advice. Kevin is also the Operations Associate at Lifestyle Freedom Group, LLC DBA Array Partners. Kevin’s professional experience includes positions with NavEx Global, Charlotte Mecklenburg Schools, and Jefferson County Public Schools. Kevin holds a Series 65 license and has been a registered investment advisor since 2019.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees and assets under advisement
1
2
FL
07/17/2019 - Present
Lifestyle Freedom Advisory Group, LLC (BRADENTON FL)
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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