Kevin Daley has been an investment adviser representative at Lifestyle Freedom Advisory Group since July 2019, and is not listed among the firm’s executive officers or direct owners.
Lifestyle Freedom Advisory Group, LLC is a Bradenton, FL firm with $157M under management, 189 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- – present · 7 yearsHuntersville, NC · Adviser representative · Firm CRD 283512
Investment adviser representative registrations
Kevin Daley is registered as an investment adviser representative in North Carolina, since July 2019.
- North CarolinaSince 17 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Hockenhull Daley
- CRD
- 7154371
- Firm
- Lifestyle Freedom Advisory Group · CRD 283512
- Office
- 9541 Julian Clark Ave, Suite 101, Huntersville, NC 28078
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Daley work?
Kevin Daley is an investment adviser representative registered through Lifestyle Freedom Advisory Group, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Daley a financial advisor?
Yes. Kevin Daley has a current investment-adviser registration in North Carolina, through Lifestyle Freedom Advisory Group since July 2019.
How many years of experience does Kevin Daley have?
Kevin Daley has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Kevin Daley passed?
Kevin Daley passed the Series 65 in June 2019.
Where is Kevin Daley based?
Kevin Daley’s registered office is in Huntersville, NC.
Is Kevin Daley registered with FINRA?
No. Kevin Daley has no current broker registration.
How can I verify Kevin Daley’s record?
Search CRD 7154371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Daley’s full registration record.
