Timothy Daley has been Chief Operations Officer of Lifestyle Freedom Advisory Group since November 2018, is not listed as a control person, but directly owns under 5% of the firm. Timothy Daley holds an Undergraduate degree in Accounting and Finance from the University of Richmond and an MBA from the University of North Carolina at Charlotte.
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.
Tim Daley is Partner & Director of Operations of Lifestyle Freedom Advisory Group, based in Huntersville, NC. He joined Lifestyle Freedom in 2018 and is responsible for ensuring that the firm's core activities are completed accurately and efficiently. Earlier he worked at Fortigent and LPL Financial in technology and performance reporting team operations and management.
Timothy Daley’s longest registration is the current one, 7 years at Lifestyle Freedom Advisory Group since 2018.
- Colorado Financial Service CorporationAlso current– present · under a yearHuntersville, NC · Adviser representative and broker · Firm CRD 104343
- – present · 7 yearsHuntersville, NC · Adviser representative · Firm CRD 283512
Investment adviser representative registrations
Timothy Daley is registered as an investment adviser representative in 3 states. The first approvals date from November 2018; the most recent is North Carolina, in July 2019.
- FloridaSince 18 February 2019
- North CarolinaSince 10 July 2019
- TexasSince 16 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 20 October 2026 |
| SIE | Securities Industry Essentials Examination | 22 June 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 November 2018 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Hockenhull Daley
- CRD
- 6057426
- Firm
- Lifestyle Freedom Advisory Group · CRD 283512
- Role
- Chief Operations Officer
- Office
- 9541 JULIAN CLARK AVE, SUITE 101, Huntersville, NC 28078
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lifestylefreedom.com
Where does Timothy Daley work?
Timothy Daley has been Chief Operations Officer of Lifestyle Freedom Advisory Group, LLC since November 2018.
Is Timothy Daley a financial advisor?
Yes. Timothy Daley has a current investment-adviser registration in Florida, North Carolina and Texas, through Lifestyle Freedom Advisory Group since November 2018.
How many years of experience does Timothy Daley have?
Timothy Daley has 7 years in the financial industry, since November 2018, across 2 adviser firms.
What exams has Timothy Daley passed?
Timothy Daley has passed 3 licensing exams: the Series 65, SIE and Series 7TO. The earliest, the Series 65, was passed in November 2018.
Where is Timothy Daley based?
Timothy Daley’s registered office is in Huntersville, NC.
Is Timothy Daley registered with FINRA?
Yes. Timothy Daley has a current broker registration, under CRD 6057426.
Source: FINRA BrokerCheck
How can I verify Timothy Daley’s record?
Search CRD 6057426 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Daley’s full registration record.
