Amy Spellman has held the title Member at Going Cpas & Wealth Advisors since January 2023, is a control person of the firm and directly owns under 5% of it.
Going Cpas & Wealth Advisors, LLP is an Opelousas, LA firm with $161M under management, 324 clients and 9 advisers across 3 offices, as of its August 2026 filing.
- – present · 2 yearsAdviser representative · Firm CRD 117104
Investment adviser representative registrations
Amy Spellman is registered as an investment adviser representative in Louisiana, since February 2024.
- LouisianaSince 1 February 2024
Examinations
No examinations are on Amy Spellman’s record.
- Full name
- Amy Broussard Spellman
- CRD
- 7687577
- Firm
- Going Cpas & Wealth Advisors · CRD 117104
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Spellman work?
Amy Spellman has held the title Member at Going Cpas & Wealth Advisors, LLP since January 2023, and is a control person of the firm.
Is Amy Spellman a financial advisor?
Yes. Amy Spellman has a current investment-adviser registration in Louisiana, through Going Cpas & Wealth Advisors since February 2024.
How many years of experience does Amy Spellman have?
Amy Spellman has 2 years in the financial industry, since January 2024, across 1 adviser firm.
Is Amy Spellman registered with FINRA?
No. Amy Spellman has no current broker registration.
How can I verify Amy Spellman’s record?
Search CRD 7687577 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Spellman’s full registration record.