William M. Vail

INTEGRITY WEALTH ADVISORS

Granger, IN 46530

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CRD#: 7147646

Professional summary

William Michael Vail, who also goes by Billy 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 2019. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Billy 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 LLC. POSITION: Financial Advisor NATURE: Branch office administrative support and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/01/2019 ADDRESS: 13475 ATLANTIC BLVD UNIT 8, SUITE M738, JACKSONVILLE, FL 32225 DESCRIPTION: Administrative activities in support of financial planning and client service. Supporting IWA Carmel and Granger, Indiana offices. This includes processing new accounts through NBS, data input, and analysis in our financial planning software. Client service activity as required. I will also be marketing and prospecting to develop a book of business in Jacksonville, Florida.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael 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®

None

Experience

Current

February 21, 2023 - Present

INTEGRITY WEALTH ADVISORS

Office #1: 52511 Gumwood Rd, Granger, IN 46530

RIA

CRD#: 323750

Granger, IN

Past

January 31, 2020 - February 24, 2023

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

JACKSONVILLE, FL

Past

August 19, 2019 - February 24, 2023

SECURITIES AMERICA, INC.

CRD#: 10205

JACKSONVILLE, FL

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/19/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/29/2019

Securities Industry Essentials Examination

Current Firm

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)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	360
AUM (Assets Under Management)	$ 56,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William M. Vail

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Michael Vail's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY WEALTH ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2019

Series 7TO

Date: 8/19/2019

SIE

Date: 6/29/2019

Current Firm

INTEGRITY WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH ADVISORS

TRUST BUT VERIFY

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