Troy Flinn, financial advisor Glen Allen VA

Troy Flinn

CRD Number: 2181105
Current Firm: Kestra Advisory Services, LLC

Troy Flinn (CRD# 2181105) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Glen Allen, VA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Glen Allen, VA Aug 2019 - Current 4
Kestra Advisory Services, LLC Glen Allen, VA Aug 2019 - Current 4
Alpha Wealth Advisors, LLC Glen Allen, VA Jul 2012 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Oct 2011 - Aug 2019 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2011 - Aug 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for Troy L. Flinn
Phone Number: 8445537872
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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