Nicholas R. Vail
INTEGRITY WEALTH ADVISORS
Granger, IN 46530
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CRD#: 5876579
Professional summary
Nicholas Ronald Vail, CFP®, who also goes by Nicholas Vail, is a registered financial advisor currently at INTEGRITY WEALTH ADVISORS located in Granger, Indiana.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nicholas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas Vail
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.
INTEGRITY WEALTH ADVISORS - DBA SECURITIES AMERICA ADVISORS -INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 12/2013 - LOCATED AT 600 E Carmel, STE 269, INDIANAPOLIS, IN 46032 INTEGRITY WEALTH ADVISORS POSITION: Financial Advisor NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2011 ADDRESS: 600 E Carmel Drive, Suite 269, Carmel IN 46032 DESCRIPTION: If our financial planning shows that there is an insurance need, we will give clients options to satisfy those insurance needs. INTEGRITY WEALTH ADVISORS POSITION: Certified Financial Planner NATURE: Financial Planning Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 320 SECURITIES TRADING HOURS: 320 START DATE: 12/20/2014 ADDRESS: 52511 Gumwood Rd, Suite 269, Granger IN 46530 DESCRIPTION: Financial Planning, investing, financial advice INTEGRITY WEALTH ADVISORS POSITION: Financial Advisor NATURE: Financial Planning. We work within the scope of Securities America, just under a different marketing name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 52511 Gumwood Rd., Granger IN 46530 DESCRIPTION: Investing, finanicial planning, insurance, retirement planning Owner; Fast Dance LLC; Is the business investment related: No; Location of the business: 1504 Leon St Fernandina Beach FL 32034 USA; Description of the business: A rental property owned by Nicholas and his wife, Leanne. The property will be rented out via a property manager in Fernandina Beach, Florida.; Responsibilities Duties: Paying the mortgage and the upkeep of the property. ; Start date with business: 2023-09-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Ronald 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®
CFP®
Start date: 2018
Experience
Current
February 21, 2023 - Present
INTEGRITY WEALTH ADVISORS
Office #1: 52511 Gumwood Rd, Granger, IN 46530RIA
CRD#: 323750
Granger, IN
Past
December 20, 2013 - February 24, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
CARMEL, IN
Past
December 20, 2013 - February 24, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
CARMEL, IN
Past
August 17, 2011 - December 23, 2013
WADDELL & REED
RIA
CRD#: 866
INDIANAPOLIS, IN
Past
May 14, 2011 - December 23, 2013
WADDELL & REED
BD
CRD#: 866
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
Indiana(2/21/2023)
IAR
Michigan(2/21/2023)
Exams
State Security Law 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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