John Russell Daley

Lifestyle Freedom Advisory Group, LLC

12 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Lifestyle Freedom Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

176 clients

Average Client Portfolio

$713K average

Assets Under Management

$125.6M

Fee Structure

Location

9040 Town Center Parkway, Bradenton, FL, 34202

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History

Regulatory History (1)

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Customer Dispute

May 2004

Denied

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Other Business ActivitiesSells Insurance

John is a licensed insurance agent and co-owner of Lifestyle Freedom Safe Harbor, LLC, spending about 10% of his time on this. He is also the managing member of J Daley, LLC, a holding company, and a member of Lifestyle Freedom Group, LLC dba Family Office Division and Array Partners, spending about 10-20% and about a quarter of his time, respectively, on these activities.

Employment History

Current Registrations

Lifestyle Freedom Advisory Group, LLC

May 2016 - Present · 9 yrs 9 mos

Previous Registrations

Oberlin Financial CORP.

July 2003 - September 2005 · 2 yrs 2 mos

Linsco/private Ledger CORP.

June 2002 - July 2003 · 1 yr 1 mo

State Registrations3 states

FLNCTX

Advisor

Exams

No exam information available for this advisor.