Unclaimed Profile

Cary Devon Beard

WILLIAM MADISON ADVISORS, INC.·ABILENE, Texas

Clean record21 years registeredWILLIAM MADISON ADVISORS, INC.

6452 CENTRAL PARK BLVD, ABILENE, TX 79606CRD# 4924792Firm CRD# 294782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cary Devon Beard · ABILENE, TX

Registration

CRD #4924792 · WILLIAM MADISON ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

WILLIAM MADISON ADVISORS, INC.

Jun 2018 – present

CARTER ASSET MANAGEMENT, INC.

Apr 2010 – Jul 2018

ABILENE, TX

CARTER ASSET MANAGEMENT, INC.

Feb 2009 – Dec 2009

ABILENE, TX

CARTER ASSET MANAGEMENT, INC.

Mar 2006 – Dec 2008

ABILENE, TX

CAPITAL ADVISORY GROUP, INC.

Apr 2005 – Dec 2005

DALLAS, TX

Registrations & Exams

Registration record

First registered · April 14, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLIAM MADISON ADVISORS, INC.

CRD 294782 · SEC 801-113313

AUM

$397M

Regulatory assets under management

Employees

527 client accounts

Services offered by WILLIAM MADISON ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WILLIAM MADISON ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Cary Devon Beard offer?

Cary Devon Beard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABILENE, Texas for a consultation.

What are Cary Devon Beard's credentials?

Cary Devon Beard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cary Devon Beard located?

Cary Devon Beard is based in ABILENE, Texas, working with WILLIAM MADISON ADVISORS, INC.. Their office serves clients in the ABILENE metropolitan area and surrounding communities.

How does Cary Devon Beard charge for services?

Cary Devon Beard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLIAM MADISON ADVISORS, INC.?

WILLIAM MADISON ADVISORS, INC. has approximately 8 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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