Cary Devon Beard

Employer firm

William Madison Advisors, Inc. CRD 294782

$498M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 04/2018
  Carter Asset Management, Inc.
  Abilene, TX
• 12/2005 → Present
  Carter & Beard, Pc
  Abilene, TX
• 04/2018 → Present
  William Madison Advisors, Inc.
  Abilene, TX

Previous Registrations

• 2010-04-06 → 2018-07-23
  Carter Asset Management, Inc.
• 2009-02-06 → 2009-12-31
  Carter Asset Management, Inc.
  Abilene, TX
• 2006-03-31 → 2008-12-31
  Carter Asset Management, Inc.
  Abilene, TX
• 2005-04-14 → 2005-12-31
  Capital Advisory Group, Inc.
  Dallas, TX

Other Businesses

CARTER & BEARD, PC 12/2005 TO PRESENT NON INVESTMENT-RELATED 6452 CENTRAL PARK BLVD ABILENE, TX 79606 PUBLIC ACCOUNTING FIRM PRESIDENT AND MANAGING TAX PARTNER AVERAGE 20-40 HOURS PER MONTH

Designations

• Certified Financial Planner
• Personal Financial Specialist