Robert Roy has held the title Member at Going Cpas & Wealth Advisors since February 2019, 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
Robert Roy is registered as an investment adviser representative in Louisiana, since January 2024.
- LouisianaSince 29 January 2024
Examinations
No examinations are on Robert Roy’s record.
- Full name
- Robert A Roy
- CRD
- 7123760
- 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 Robert Roy work?
Robert Roy has held the title Member at Going Cpas & Wealth Advisors, LLP since February 2019, and is a control person of the firm.
Is Robert Roy a financial advisor?
Yes. Robert Roy has a current investment-adviser registration in Louisiana, through Going Cpas & Wealth Advisors since January 2024.
How many years of experience does Robert Roy have?
Robert Roy has 2 years in the financial industry, since January 2024, across 1 adviser firm.
Is Robert Roy registered with FINRA?
No. Robert Roy has no current broker registration.
How can I verify Robert Roy’s record?
Search CRD 7123760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Roy’s full registration record.