William Madison Advisors, Inc.

William Madison Advisors, Inc. (CRD# 294782) is a financial advisory firm headquartered in Abilene, TX. They manage $357,916,486 in 529 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, OK, TN, TX

Financial Advisors at William Madison Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Cary D. Beard
CRD#: 4924792
6452 Central Park Blvd, Abilene, TX 79606

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 J. Oglesby
CRD#: 7207071
6452 Central Park Blvd, Abilene, TX 79606

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.