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Cary Devon Beard

WILLIAM MADISON ADVISORS, INC.·ABILENE, Texas
Unclaimed Profile
6452 CENTRAL PARK BLVD, ABILENE, TX 79606CRD# 4924792Firm CRD# 294782
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
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
No disclosures on file
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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Other advisors in ABILENE
Joseph Shane Team — J. TEAM FINANCIAL, INC.Theron R Holladay — PARKWAY ADVISORS, L.P.Billy Kris Seale — PARKWAY ADVISORS, L.P.Marsha Seale Moore — PARKWAY ADVISORS, L.P.Christopher Michael Reichelt — REICHELT, CHRISTOPHER MICHAEL
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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