Securities America Advisors, Inc
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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America Advisors
Securities America, Inc
Miller'S Ale House
Duval County Courthouse
William Vail has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.