Financial ADVSR advisor directory · SEC adviser records
Going CPAS & Wealth Advisors, LLP financial advisors in Louisiana
Every SEC-registered investment adviser representative at a Going CPAS & Wealth Advisors, LLP office in Louisiana, by city and A to Z.
The short answer
7 registered advisors work at Going CPAS & Wealth Advisors, LLP in Louisiana, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Lafayette (5). 1 list the CFP designation and 0 are also registered broker representatives.
Going CPAS & Wealth Advisors, LLP advisors by city in Louisiana
Every firm in Louisiana →Going CPAS & Wealth Advisors, LLP advisors in Louisiana, A to Z
Search by name →- Kaleb B. AndrepontLafayette · Personal Financial Specialist
- Seth E. DabneyLafayette · Personal Financial Specialist
- William K. GeorgeLafayette · Personal Financial Specialist
- Scott D. HayesOpelousas · Personal Financial Specialist
- Craig C. LebouefOpelousas, · Certified Financial Planner, Personal Financial Specialist
- Robert A. Roy Jr.Lafayette · Personal Financial Specialist
- Amy B. SpellmanLafayette · Personal Financial Specialist
Going CPAS & Wealth Advisors, LLP advisors in every state →Going CPAS & Wealth Advisors, LLP: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Going CPAS & Wealth Advisors, LLP financial advisors are in Louisiana?
7 investment adviser representatives are registered at Going CPAS & Wealth Advisors, LLP offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Louisiana does Going CPAS & Wealth Advisors, LLP have the most advisors?
Lafayette, with 5, then Opelousas (1). Going CPAS & Wealth Advisors, LLP has advisors in 3 cities in Louisiana.
How do I check a Going CPAS & Wealth Advisors, LLP advisor in Louisiana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Going CPAS & Wealth Advisors, LLP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.