William Madison Advisors

William Madison Advisors

Financial Services, 6452 Central Park BLVD, Abilene, Texas, 79606, United States, 1-10 Employees

carterasset.com

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Who is WILLIAM MADISON ADVISORS

Carter Asset Management is now William Madison Advisors. We are a fee-only personal financial planning and fee-only investment management firm established in 1997 We serve a broad nationa...

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  • 6452 Central Park BLVD, Abilene, Texas, 79606, United States Headquarters: 6452 Central Park BLVD, Abilene, Texas, 79606, United States
  • 1997 Date Founded: 1997
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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William Madison Advisors Org Chart and Mapping

Employees

Carolyn Newton

Senior Client Service Specialist

Cary Beard

President and Independent Wealth Manager

David Carter

Senior Investment Advisor

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Frequently Asked Questions Regarding William Madison Advisors

Answer: William Madison Advisors's headquarters are located at 6452 Central Park BLVD, Abilene, Texas, 79606, United States

Answer: William Madison Advisors's phone number is +13*********

Answer: William Madison Advisors's official website is https://carterasset.com

Answer: William Madison Advisors's revenue is Under $1 Million

Answer: William Madison Advisors's SIC: 6282

Answer: William Madison Advisors's NAICS: 523940

Answer: William Madison Advisors has 1-10 employees

Answer: William Madison Advisors is in Financial Services

Answer: William Madison Advisors contact info: Phone number: +13********* Website: https://carterasset.com

Answer: Carter Asset Management is now William Madison Advisors. We are a fee-only personal financial planning and fee-only investment management firm established in 1997 We serve a broad national client base with several international clients as well. We do not sell securities or financial products of any kind, nor do we receive referral fees or other forms of third party compensation. Our firm emerged out of accounting, financial planning, and investment advisory services that have been provided to clients since 1983. We offer personal financial planning services that include estate planning, retirement preparation planning, investment advisory services, tax planning, risk management planning, and cash management. Helping clients achieve maximum utilization of their financial resources is our primary focus. Investment management services are an outgrowth of financial planning efforts and are designed to meet specific client objectives. Our firm is co-located with the public accounting firm of Carter & Beard, P.C. that provides tax and accounting services to many of our clients.

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