CL
Craig C. Lebouef
GOING CPAS AND WEALTH ADVISORS
OPELOUSAS,, LA 70570
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CRD#: 4472747
CL
Professional summary
Craig C Lebouef, CFP® is a registered financial advisor currently at GOING CPAS AND WEALTH ADVISORS located in Opelousas,, Louisiana.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Craig has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FCE PROPERTIES, LLC, 2811 SOUTH UNION OPELOUSAS, LA 70570, NOT INVESTMENT RELATED, MEMBER, 0 HOURS, JUNE 2009, RENTAL PROPERTY 2. FLOW CONTROL SERVICES, LLC, P.O. BOX 60939 OPELOUSAS, LA 70596, NOT INVESTMENT RELATED, MEMBER, 0 HOURS, OCTOBER 2010, VALVE MANUFACTURER 3. FLOW CONTROL EQUIPMENT, LLC, P.O. BOX 60939, LAFAYETTE, LA 70596, NOT INVESTMENT RELATED, MEMBER, O HOURS, OCTOBER 2005, VALVE MANUFACTURER 4. SERVICES PROPERTIES, LLC, 200 BROTHERS ROAD, SCOTT, LA 70583, NOT INVESTMENT RELATED, MEMBER, 0 HOURS, APRIL 2012, RENTAL PROPERTY 5. CRAIG C. LEBOUEF, CPA, LLC, NON INVESTMENT RELATED, 2811 S. UNION ST. OPELOUSAS, LA 70570, ACCOUNTING FIRM OWNER, 01/2009, 2 HOURS PER MONTH, PAYS BILLS AND RECONCILE BANK ACCOUNT 6. GOING, SEBASTIEN, FISHER & LEBOUEF, LLP, TAX PREPARATION/ACCOUNTING, PARTNER, 140 HOURS PER MONTH, 6 HOURS DURING TRADING 7. DG Construction and Hauling, LLC; 107 Timberland Ridge Blvd.; Lafayette, LA 70507; not investment related; Partner, 0 hours; November 2015, Construction and Hauling; 8. Catalyst Bank; 235 North Court Street, P.O. Box 1909, Opelousas, LA 70571; Not investment related; Nature of Business: Banking; Position: Board of Directors, Director; Start Date: 2017; Number of hours/month: 5; Number of hours during securities trading hours: 0; Duties: Attend loan committee meetings and board of director meetings monthly. Audit committee chair and attend quarterly audit committee meetings; 9. GSFL Real Estate, LLC, NON INVESTMENT RELATED, 2811 S.UNION ST., OPELOUSAS,LA 70570, REAL ESTATE, PARTNER, 7/23/2021, 0 HOURS DEVOTED TO THE BUSINESS, 0 HOURS DURING TRADING, NO DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Craig C Lebouef's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
December 3, 2008 - Present
GOING CPAS AND WEALTH ADVISORS
Office #1: 2811 South Union, Opelousas,, LA 70570Office #2: 1700 Kaliste Saloom Road Building 5, Lafayette, LA 70508RIA
CRD#: 117104
OPELOUSAS,, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GOING CPAS AND WEALTH ADVISORS
GOING CPAS AND WEALTH ADVISORS | GOING, SEBASTIEN, FISHER & LEBOUEF, LLP | GOING, SEBASTIEN, FISHER & LEBOUEF, APAC
CRD#: 117104 / SEC#: 801-132882
RIA
Registered Investment Advisory firm - (8/4/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/5/2025 Terminated)Texas
Registered Investment Advisory firm - (8/5/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(12/3/2008)
IAR
Texas(4/29/2010)
Exams
Current Firm
GC
GOING CPAS AND WEALTH ADVISORS
GOING CPAS AND WEALTH ADVISORS | GOING, SEBASTIEN, FISHER & LEBOUEF, LLP | GOING, SEBASTIEN, FISHER & LEBOUEF, APAC
CRD#: 117104 / SEC#: 801-132882
RIA
Registered Investment Advisory firm - (8/4/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/5/2025 Terminated)Texas
Registered Investment Advisory firm - (8/5/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2811 South Union, Opelousas, LA 70570
Mailing Address
Phone number
(337) 942-3041
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 394 |
| AUM (Assets Under Management) | $ 123,859,543 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
