TD
TD

Timothy Hockenhull Daley

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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

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Location

9541 Julian Clark Ave, Suite 101, Huntersville, NC, 28078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is the Director of Operations/Member of Lifestyle Freedom Group, LLC dba Array Partners and Family Office Division, dedicating about half of his time to business consultation. He is also an insurance agent for Lifestyle Freedom Safe Harbor, LLC, spending about 10-20% of his time on insurance sales and service.

Employment History
Current Registrations
Lifestyle Freedom Advisory Group, LLC
November 2018 - Present · 7 yrs 3 mos
State Registrations3 states
FLNCTX
Advisor
Exams
No exam information available for this advisor.