William
Vail

Securities America Advisors, Inc

CRD#7147646
Investment Advisor
in Jacksonville Beach, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

William Vail is a financial advisor who works out of Jacksonville Beach, Florida, who has 10 years of financial industry experience. Vail is an advisor for Securities America Advisors, Inc. Throughout their career, they have worked at Securities America, Inc, Miller'S Ale House, Duval County Courthouse and Securities America Advisors. Vail maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Securities America Advisors, Inc is a registered investment company headquartered in Jacksonville Beach, Florida. The investment advisory business has offices in 1,271 locations and a total of 1,989 advisors. It manages $29 billion in total assets among its 184,356 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 184,356 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1433 Beach Blvd Ste 33
Jacksonville Beach, FL 32250

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

FL Average: $1,978,216,465
Total Number of Employees

1,989

FL Average: 226
Total Number of Accounts

184,356

FL Average: 7,467
Average Account Size

$157,439

FL Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

William Vail Work History

William has 10 years of experience.

2020 - Present (1 year)

Securities America Advisors

2019 - Present (2 years)

Securities America, Inc

2012 - Present (9 years)

Miller'S Ale House

2010 - 2012 (2 years)

Duval County Courthouse

Disclosures

William Vail has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Andrew Zanowski
Chesterfield, MO
Brady Mullen
Littleton, CO
Joel Nelson
Sterling, CO
Michael Albert
Bryan, TX
Syed Nishat
New York, NY
Richard Rustin
Huntington Beach, CA
Merline Kurian
Amarillo, TX
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started