TD
Timothy H. Daley
LIFESTYLE FREEDOM ADVISORY GROUP
HUNTERSVILLE, NC 28078
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CRD#: 6057426
TD
Professional summary
Timothy Hockenhull Daley, who also goes by Tim Daley, is a registered financial advisor currently at LIFESTYLE FREEDOM ADVISORY GROUP, LLC located in Huntersville, North Carolina.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Daley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Hockenhull Daley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 16, 2018 - Present
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
Office #1: 9541 Julian Clark Ave Ste 104-b, Huntersville, NC 28078RIA
CRD#: 283512
HUNTERSVILLE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLC | TURNING POINT RETIREMENT ASSOCIATES
CRD#: 283512 / SEC#: 801-134196
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)California
Registered Investment Advisory firm - (9/25/2025 Terminated)Connecticut
Registered Investment Advisory firm - (9/10/2025 Terminated)Florida
Registered Investment Advisory firm - (8/26/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)New York
Registered Investment Advisory firm - (8/26/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/29/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/26/2025 Terminated)Texas
Registered Investment Advisory firm - (8/26/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/18/2019)
IAR
North Carolina(7/10/2019)
IAR
Texas(11/16/2018)
Current Firm
LF
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
LIFESTYLE FREEDOM ADVISORY GROUP, LLC | TURNING POINT RETIREMENT ASSOCIATES
CRD#: 283512 / SEC#: 801-134196
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)California
Registered Investment Advisory firm - (9/25/2025 Terminated)Connecticut
Registered Investment Advisory firm - (9/10/2025 Terminated)Florida
Registered Investment Advisory firm - (8/26/2025 Terminated)Georgia
Registered Investment Advisory firm - (9/23/2025 Terminated)New York
Registered Investment Advisory firm - (8/26/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/29/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/26/2025 Terminated)Texas
Registered Investment Advisory firm - (8/26/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9040 Town Center Parkway, Bradenton, FL 34202
Mailing Address
Phone number
(941) 914-9422
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 345 |
| AUM (Assets Under Management) | $ 125,569,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
