Cary Devon Beard
AIF®, CFP®Professional Summary
Cary Devon Beard, AIF®, CFP® is a registered financial advisor currently at WILLIAM MADISON ADVISORS, INC. located in Abilene, Texas. Cary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Cary has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Business Services
- Investment Management
- Financial Planning
- Retirement Planning
- Risk Management & Insurance
- Tax Planning
- Cashflow & Budgeting
- Education Funding
Other Aliases
There are no additional aliases reported.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
Current Firm
CARTER ASSET MANAGEMENT | WILLIAM MADISON ADVISORS, INC.
Contact Information
Main Address
6452 Central Park Blvd, Abilene, TX 79606Phone Number
(325) 673-6171# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,658AUM (Assets Under Management)
$497,702,053Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
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.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
Primary Firm SEC Registration
CARTER ASSET MANAGEMENT | WILLIAM MADISON ADVISORS, INC.
State Registrations and Notice Filings
(6/6/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
CRS (Client Relationship Summary) - RIA
Click below to view Cary Devon Beard's CRS (Customer Relationship Summary).
Services Offered by Cary
- Estate & Legacy Planning
- Business Services
- Investment Management
- Financial Planning
- Retirement Planning
- Risk Management & Insurance
- Tax Planning
- Cashflow & Budgeting
- Education Funding
Similar Advisors
SEVENSUEDE INVESTMENT ADVISOR
MOMENTUM WEALTH PLANNING
EDWARD JONES
DIWY FINANCIAL PLANNING
