Cary D. Beard

WILLIAM MADISON ADVISORS

Abilene, TX 79606

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CRD#: 4924792

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 .

Question & Answer

What are your service offerings?

Inheritance

Employee and Employer Plan Ben...

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Small Business Planning

Retirement Planning

Insurance Planning

Tax Planning

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Are you a "fiduciary"?

Yes

Aliases

None

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.

CARTER & BEARD, PC 12/2005 TO PRESENT NON INVESTMENT-RELATED 242 BEECH STREET ABILENE, TX 79601 PUBLIC ACCOUNTING FIRM VICE PRESIDENT AND MANAGING TAX PARTNER AVERAGE 30-40 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Devon Beard'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

June 6, 2018 - Present

WILLIAM MADISON ADVISORS, INC.

Office #1: 6452 Central Park Blvd, Abilene, TX 79606

RIA

CRD#: 294782

Abilene, TX

Past

April 6, 2010 - July 23, 2018

CARTER ASSET MANAGEMENT, INC.

RIA

CRD#: 116480

ABILENE, TX

Past

February 6, 2009 - December 31, 2009

CARTER ASSET MANAGEMENT, INC.

RIA

CRD#: 116480

ABILENE, TX

Past

March 31, 2006 - December 31, 2008

CARTER ASSET MANAGEMENT, INC.

RIA

CRD#: 116480

ABILENE, TX

Past

April 14, 2005 - December 31, 2005

CAPITAL ADVISORY GROUP, INC.

RIA

CRD#: 114539

DALLAS, TX

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".

WILLIAM MADISON ADVISORS, INC.

CARTER ASSET MANAGEMENT | WILLIAM MADISON ADVISORS, INC.

CRD#: 294782 / SEC#: 801-113313

RIA

Registered Investment Advisory firm - (5/29/2018 Approved)

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

Texas
(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

Current Firm

WILLIAM MADISON ADVISORS, INC.

CARTER ASSET MANAGEMENT | WILLIAM MADISON ADVISORS, INC.

CRD#: 294782 / SEC#: 801-113313

RIA

Registered Investment Advisory firm - (5/29/2018 Approved)

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Contact information

Main Address

6452 Central Park Blvd, Abilene, TX 79606

Mailing Address

Phone number

(325) 673-6171

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WILLIAM MADISON ADVISORS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	494
AUM (Assets Under Management)	$ 441,175,254

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.

Contact information

(xxx) xxx-xxxx

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Cary D. Beard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cary Devon Beard's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM MADISON ADVISORS, INC.

CARTER ASSET MANAGEMENT, INC.

CARTER ASSET MANAGEMENT, INC.

CARTER ASSET MANAGEMENT, INC.

CAPITAL ADVISORY GROUP, INC.

Primary Firm SEC Registration

WILLIAM MADISON ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

WILLIAM MADISON ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLIAM MADISON ADVISORS, INC.

TRUST BUT VERIFY

Contact information

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