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Kevin D
Series 65
Huntersville, NC
Lifestyle Freedom Advisory Group, LLC
Kevin Daley is a financial advisor at Lifestyle Freedom Advisory Group, LLC with six years of industry experience and a Series 65 designation. He has worked with the firm since 2018 in multiple roles and previously held positions at NAVEX Global and public school systems. In addition to his advisory work, he is involved with Lifestyle Freedom Group, LLC dba Array Partners, providing business consultation services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and ERISA plan services. The firm emphasizes customized portfolios tailored to client goals and risk tolerances, employing fundamental, technical, and cyclical analysis, and often uses third-party managers or sub-advisors for portfolio management.
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