Cary Beard, financial advisor Abilene TX

Cary Beard

CRD Number: 4924792
Current Firm: William Madison Advisors, Inc.

Cary Beard (CRD# 4924792) is an Investment Advisor Representative working at William Madison Advisors, Inc. in Abilene, TX and has 1 year of experience in the finance industry. Cary Beard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
William Madison Advisors, Inc. D/b/a Carter Asset Management Abilene, TX Apr 2018 - Current 5
Carter & Beard, Pc Abilene, TX Dec 2005 - Current 18
Carter Asset Management, Inc. Abilene, TX Jan 2006 - Apr 2018 12

Cary Beard has no recent exams reported.
Contact Info for Cary D. Beard
Phone Number: 325-673-6171
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $676,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, OK, TN, TX

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