William Vail (CRD# 7147646) is an Investment Advisor Representative working at Integrity Wealth Advisors in Granger, IN and has over 4 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Wealth Advisors, LLC | Jacksonville, FL | Oct 2022 - Current | 1 |
| Securities America | Jacksonville, FL | Jun 2019 - Current | 4 |
| Millers Alehouse | Jacksonville, FL | Oct 2009 - Dec 2022 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- FL
- IN
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$132,621
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, MI
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