Troy D. Flowers

CASH FLOW TECHNOLOGIES

LANCASTER, CA 93536

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CRD#: 3272028

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 27, 2024 - Present

CASH FLOW TECHNOLOGIES

Office #1: 44620 Valley Central Way Ste 1169, Lancaster, CA 93536

RIA

CRD#: 331403

LANCASTER, CA

Past

June 13, 2002 - November 12, 2003

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

January 5, 2000 - December 4, 2000

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 3/30/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/4/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CASH FLOW TECHNOLOGIES

CASH FLOW TECHNOLOGIES | CASH FLOW TECHNOLOGIES LLC

CRD#: 331403 / SEC#:

California

Registered Investment Advisory firm - (9/27/2024 Approved)

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Contact information

Main Address

44620 Valley Central Way Ste 1169, Lancaster, CA 93536

Mailing Address

Phone number

(323) 401-8763

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Troy D. Flowers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CASH FLOW TECHNOLOGIES

FISERV INVESTOR SERVICES, INC.

WMA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2024

Series 63

Date: 8/24/1999

Series 6

Date: 1/4/2000

Current Firm

CASH FLOW TECHNOLOGIES

Contact information

Documents

Red Flags

Company Information

CASH FLOW TECHNOLOGIES

TRUST BUT VERIFY

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