William Madison Advisors, Inc.
William Madison Advisors, Inc. (CRD# 294782) is a financial advisory firm headquartered in Abilene, TX. They manage $397,353,162 in 527 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
William Madison Advisors, Inc.
By the Numbers
-
Total Assets Under Management397MILLION
-
Total Number of Accounts527ACCOUNTS
-
Average Account Value$753,991
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OK, TN, TX
Financial Advisors at William Madison Advisors, Inc.
1
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.
2
Gregory Oglesby (CRD# 7207071) is an Investment Advisor Representative working at William Madison Advisors, Inc. in Abilene, TX and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.