David Richard Fink
Investment adviser representative at Lifestyle Freedom Advisory Group, LLC
20 yearsExperience
2 statesRegistered in
CFADesignation
$156.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Colorado Financial Service CorporationMay 2020 to now
- Lifestyle Freedom Group, LLCMay 2019 to now
- Lifestyle Freedom Advisory Group, LLCJul 2018 to now
- Lifestyle Freedom Group LLC dba Array PartnersJul 2018 to now
- Lifestyle Freedom Group, LLC dba Family Office DivisionJul 2018 to now
- Lifestyle Freedom Safe Harbor LLCJul 2018 to now
- Brm Sarasota, LLCJul 2015 to now
- Cosroc HoldingsJan 2015 to now
- Cosroc Properties, LLCApr 2010 to now
- Df Lfg, LLCMay 2019 to Dec 2020
- Tsa Management Inc.Sep 2015 to Jul 2018
- Halliday Financial LLCJul 2015 to Jul 2018
- Bfk Investments LLCJan 2006 to Dec 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Lifestyle Freedom Advisory Group, LLC
$156.8MAssets managed
189Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2392636
- Firm CRD
- 283512