WV
William J. Vail
INTEGRITY WEALTH ADVISORS
Granger, IN 46530
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CRD#: 2772722
WV
Professional summary
William John Vail is a registered financial advisor currently at INTEGRITY WEALTH ADVISORS located in Granger, Indiana.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KIWANIS CLUB OF SOUTH BEND POSITION: member NATURE: member of Kiwanis Club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1999 ADDRESS: 103 E. Jefferson St, Mailstop 2, South Bend IN 46601 DESCRIPTION: Volunteer work (reading, food bank etc) in support of the local and international Kiwanis mission. INTEGRITY WEALTH ADVISORS - DBA INTEGRITY WEALTH ADVISORS POSITION: Owner/Advisor NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - IAR - START DATE: 05/2002 - LOCATED AT 52511 Gumwood Rd. GRANGER, IN 46530 INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2014 ADDRESS: 52511 Gumwood Rd, Granger IN 46530 DESCRIPTION: Financial Planning, Investment management, insurance INTEGRITY WEALTH ADVISORS POSITION: President NATURE: INSURANCE SALES - AGENT - START DATE: 12/1994 - LOCATED AT 52511 Gumwood Rd. GRANGER, IN 46530 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/01/1994 ADDRESS: 52511 Gumwood Rd, Granger IN 46530 DESCRIPTION: Financial Planning, Investment management and insurance as required SJRVFF POSITION: Board Member NATURE: Board Member for the St. Joseph River Valley Flyfishers. Not for Profit conservation and flyfishing advocacy. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: None, South Bend IN 46617 DESCRIPTION: Board member collaborating with others on mission and implementation of mission activities
CRS (Client Relationship Summary) - RIA
Click below to view William John Vail's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 21, 2023 - Present
INTEGRITY WEALTH ADVISORS
Office #1: 52511 Gumwood Rd, Granger, IN 46530RIA
CRD#: 323750
Granger, IN
Past
May 29, 2002 - February 24, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
Carmel, IN
Past
May 29, 2002 - February 24, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CARMEL, IN
Past
December 28, 1998 - December 12, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SOUTH BEND, IN
Past
November 2, 1998 - December 12, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 2, 1998 - December 12, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
October 14, 1996 - November 2, 1998
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
INDIANAPOLIS, IN
Past
October 14, 1996 - November 2, 1998
AMERICAN UNITED LIFE INSURANCE COMPANY
BD
CRD#: 1075
INDIANAPOLIS, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/20/2023)
IAR
Indiana(2/21/2023)
IAR
Michigan(2/23/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IW
INTEGRITY WEALTH ADVISORS
INTEGRITY WEALTH ADVISORS | INTEGRITY WEALTH ADVISORS, LLC
CRD#: 323750 / SEC#:
Florida
Registered Investment Advisory firm - (3/20/2023 Approved)Indiana
Registered Investment Advisory firm - (2/21/2023 Approved)Michigan
Registered Investment Advisory firm - (2/22/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
52511 Gumwood Rd, Granger, IN 46530
Mailing Address
Phone number
(574) 703-3987
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 360 |
| AUM (Assets Under Management) | $ 56,000,000 |
Red Flags
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Company Information
INTEGRITY WEALTH ADVISORS
CRD#: 323750Granger, IN 46530TRUST BUT VERIFY
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