Cary Devon Beard
Investment adviser representative at William Madison Advisors, Inc.
21 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$497.7MFirm assets
Are you Cary Devon Beard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- William Madison Advisors, Inc.Apr 2018 to now
- Carter & Beard, PcDec 2005 to now
- Carter Asset Management, Inc.Jan 2006 to Apr 2018
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
William Madison Advisors, Inc.
$497.7MAssets managed
505Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924792
- Firm CRD
- 294782