William George has been an investment adviser representative at Going Cpas & Wealth Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners.
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.
William George’s longest registration was 1 year at Avantax Advisory Services (2024–2025). Before joining Going Cpas & Wealth Advisors in 2026, William George was registered through Cetera Investment Advisers LLC and Avantax Advisory Services.
- – present · under a yearLafayette, LA · Adviser representative · Firm CRD 117104
- Cetera Investment Advisers LLC– · under a yearLafayette, LA · Adviser representative · Firm CRD 105644
- Avantax Advisory Services– · 1 yearLafayette, LA · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
William George is registered as an investment adviser representative in Louisiana, since February 2026.
- LouisianaSince 13 February 2026
Examinations
No examinations are on William George’s record.
- Full name
- William Kyle George
- CRD
- 7859800
- Firm
- Going Cpas & Wealth Advisors · CRD 117104
- Office
- 1700 Kaliste Saloom Road, Building 5, Lafayette, LA 70508
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does William George work?
William George is an investment adviser representative registered through Going Cpas & Wealth Advisors, LLP since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is William George a financial advisor?
Yes. William George has a current investment-adviser registration in Louisiana, through Going Cpas & Wealth Advisors since February 2026.
How many years of experience does William George have?
William George has 2 years in the financial industry, since March 2024, across 3 adviser firms.
Where did William George work before Going Cpas & Wealth Advisors?
Before Going Cpas & Wealth Advisors, William George was registered through Avantax Advisory Services, March 2024 to September 2025.
Where is William George based?
William George’s registered office is in Lafayette, LA.
Is William George registered with FINRA?
No. William George has no current broker registration.
How can I verify William George’s record?
Search CRD 7859800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William George’s full registration record.