Stifel, Nicolaus & Company
44yrs
Top advisor by experience in Abilene
22yrs
Cary Beard is a financial advisor in Abilene, Texas, with 22 years in the industry. Cary joined William Madison Advisors in 2018, after eight years at Carter Asset Management and a year at Capital Advisory Group. Cary’s designations include CFP® and CPA/PFS.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 69% of advisors in Texas
Office6452 Central Park Blvd, Abilene, TX 79606
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$978,050
Advisors at the firm3
States licensed ?1 state
Services through William Madison Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2018 – nowWilliam Madison Advisors, Inc.Current firm
- 2010 – 2018Carter Asset Management, Inc.Previously
- Feb 2009 – Dec 2009Carter Asset Management, Inc.Previously
- 2006 – 2008Carter Asset Management, Inc.Previously
- Apr 2005 – Dec 2005Capital Advisory Group, Inc.Previously
Contact Cary
(325) 673-6171William Madison Advisors main office 6452 Central Park BlvdAbilene, TX 79606Office · Get directions Firm websiteHTTPS://WWW.WILLIAMMADISON.COM
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Questions to ask Cary
Tailored to Cary’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cary
How do I contact Cary?
Call William Madison Advisors at (325) 673-6171 and ask for Cary Beard. Cary works from the Abilene, TX office.
How long has Cary been a financial advisor?
Cary has been in the industry since 2005, about 22 years. More experience than 69% of advisors in Texas.
What licenses does Cary hold?
No exams are listed on the official record.
Is Cary a fiduciary?
Cary is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Cary paid?
William Madison Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Cary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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