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Melissa Going

Investment adviser representative at The William Allan in Long Beach, CA

Investment adviser registrationUpdated

Melissa Going is an investment adviser representative at The William Allan Corporation, an investment adviser managing $204M, and works from its Long Beach, CA office. Melissa Going has been registered through The William Allan since 1 May 2012 and has 14 years in the industry across 1 firm.

14
Years in industry
14
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Melissa Going has been an investment adviser representative at The William Allan since May 2012, and is not listed among the firm’s executive officers or direct owners.

The William Allan Corporation is a Fort Collins, CO firm with $204M under management, 239 clients and 2 advisers across 2 offices, as of its April 2026 filing.

  1. – present · 14 years
    Long Beach, CA · Adviser representative · Firm CRD 133147

Credentials and registrations

Investment adviser representative registrations

Melissa Going is registered as an investment adviser representative in California, since May 2012.

  • CaliforniaSince 1 May 2012

Examinations

No examinations are on Melissa Going’s record.

Key facts

Full name
Melissa M Going
CRD
6015220
Firm
The William Allan · CRD 133147
Office
100 OCEANGATE, SUITE 1200, Long Beach, CA 90802
Registration
Investment adviser registration
In the industry since
April 2012
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Melissa Going work?

Melissa Going is an investment adviser representative registered through The William Allan Corporation since May 2012, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Melissa Going a financial advisor?

Yes. Melissa Going has a current investment-adviser registration in California, through The William Allan since May 2012.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Melissa Going have?

Melissa Going has 14 years in the financial industry, since April 2012, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Melissa Going based?

Melissa Going’s registered office is in Long Beach, CA.

Source: IAPD individual record, checked 22 October 2026

Is Melissa Going registered with FINRA?

No. Melissa Going has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Melissa Going’s record?

Search CRD 6015220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Going’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at The William Allan

Sources

  1. IAPD individual record, CRD 6015220, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of The William Allan Corporation, filed 23 April 2026. Executive officers and direct owners; this person is not among them.