Robert A Roy
Investment adviser representative at Going Cpas & Wealth Advisors, LLP
15 yearsExperience
1 stateRegistered in
PFSDesignation
$160.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Going Cpas & Wealth Advisors, LLPJan 2024 to now
- Going, Sebastien, Fisher and Lebouef, LLPJul 2011 to now
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (LA).
Going Cpas & Wealth Advisors, LLP
$160.8MAssets managed
324Clients
9Advisers
1 yearIn 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
- 7123760
- Firm CRD
- 117104