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Cary Devon Beard

WILLIAM MADISON ADVISORS, INC.·ABILENE, Texas
Clean recordWILLIAM 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cary Devon Beard is a registered financial advisor based in ABILENE, Texas, affiliated with WILLIAM MADISON ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WILLIAM MADISON ADVISORS, INC.
WILLIAM MADISON ADVISORS, INC.
AUM
$397M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WILLIAM MADISON ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4924792
Firm CRD# 294782
View on FINRA BrokerCheck →

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05

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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