AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TF

Troy Doane Flowers

CASH FLOW TECHNOLOGIES
LANCASTER, CA
·CRD# 3272028·27 years experience

Professional Summary

Troy Doane Flowers is a registered financial advisor currently at CASH FLOW TECHNOLOGIES located in Lancaster, California. Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Troy has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

CASH FLOW TECHNOLOGIES·CRD# 331403
RIA
44620 Valley Central Way Ste 1169, Lancaster, CA 93536
September 27, 2024 - Present
FISERV INVESTOR SERVICES, INC.·CRD# 34637
BD
Houston, TX
June 13, 2002 - November 12, 2003
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
January 5, 2000 - December 4, 2000

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Current Firm

CF
CASH FLOW TECHNOLOGIES

CASH FLOW TECHNOLOGIES | CASH FLOW TECHNOLOGIES LLC

CRD#: 331403
California
Registered Investment Advisory firm - California (9/27/2024 Approved)

Contact Information

Main Address

44620 Valley Central Way Ste 1169, Lancaster, CA 93536

Phone Number

(323) 401-8763

# of Employees

1

Documents

Latest Form ADV
0

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(9/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1999About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2000About the Series 6 exam

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Troy Doane Flowers's CRS (Customer Relationship Summary).

Similar Advisors

Cesar Valentin Miranda
Cesar Valentin Miranda

STATE FARM INVESTMENT MANAGEMENT CORP.

Palmdale, CA · CRD#
TF
Follow Troy
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required