Troy Lee Flinn
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCSep 2024 to now
- Alpha Wealth Advisors, LLCJul 2012 to now
- Kestra Advisory Services, LLCAug 2019 to Sep 2024
- Kestra Investment Services, LLCAug 2019 to Sep 2024
- Cambridge Investment Research Advisors, IncOct 2011 to Aug 2019
- Cambridge Investment Research, IncOct 2011 to Aug 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn 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
- 2181105
- Firm CRD
- 6413