William K. George

GOING CPAS AND WEALTH ADVISORS

Lafayette, LA 70508

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CRD#: 7859800

Professional summary

William Kyle George, who also goes by Kyle George, William K George, William George, is a registered financial advisor currently at GOING CPAS AND WEALTH ADVISORS located in Lafayette, Louisiana.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. William has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle George | William K George | William George

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kyle George's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 13, 2026 - Present

GOING CPAS AND WEALTH ADVISORS

Office #1: 1700 Kaliste Saloom Road Building 5, Lafayette, LA 70508

RIA

CRD#: 117104

Lafayette, LA

Past

September 5, 2025 - February 18, 2026

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LAFAYETTE, LA

Past

March 15, 2024 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Lafayette, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOING, SEBASTIEN, FISHER & LEBOUEF, LLP BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	601
AUM (Assets Under Management)	$ 160,825,856

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/15/2026	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William K. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kyle George's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOING CPAS AND WEALTH ADVISORS

CETERA INVESTMENT ADVISERS LLC

AVANTAX ADVISORY SERVICES

Primary Firm SEC Registration

GOING CPAS AND WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

GOING CPAS AND WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GOING CPAS AND WEALTH ADVISORS

TRUST BUT VERIFY

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