Gregory J. Oglesby

WILLIAM MADISON ADVISORS

Abilene, TX 79606

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CRD#: 7207071

Professional summary

Gregory James Oglesby, who also goes by Gregory J Oglesby, is a registered financial advisor currently at WILLIAM MADISON ADVISORS, INC. located in Abilene, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gregory has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory J Oglesby

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Oglesby'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®

None

Experience

Current

August 25, 2020 - Present

WILLIAM MADISON ADVISORS, INC.

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

RIA

CRD#: 294782

Abilene, 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
(8/25/2020)

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

State Security Law Exam

IAR

Series 65

Date: 8/25/2020

Uniform Investment Adviser Law Examination

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.

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Gregory J. Oglesby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory James Oglesby's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM MADISON ADVISORS, INC.

Primary Firm SEC Registration

WILLIAM MADISON ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2020

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

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