Securities America Advisors, Inc

Investment Advisor
in Jacksonville Beach, FL

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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



Office Location

1433 Beach Blvd Ste 33
Jacksonville Beach, FL 32250

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


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


FL Average: 226
Total Number of Accounts


FL Average: 7,467
Average Account Size


FL Average: $264,928

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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.

2020 - Present (2 years)

Securities America Advisors

2019 - Present (3 years)

Securities America, Inc

2012 - Present (10 years)

Miller'S Ale House

2010 - 2012 (2 years)

Duval County Courthouse


William Vail has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Samuel Dechtman
Englewood, CO
Corey Myers
Charlotte, NC
David Mann
Fargo, ND
Mark Larson
Lincoln, NE
Jeremy Jones
Roscoe, IL
Frances Mckay
Peoria, IL
John Campbell
Claremont, CA
Elizabeth Gamez
Wrightwood, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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