Advisors at this firm
William V
Series 66
Granger, IN
Integrity Wealth Advisors
William Vail is a financial advisor at Integrity Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2022, alongside a concurrent role at Securities America beginning in 2019. Prior to his financial services career, he was employed at Millers Alehouse for 13 years. Integrity Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm employs a modern portfolio theory-based investment approach with a long-term horizon, utilizing ETF-based allocations and third-party sub-advisors such as SEI Investments Management Corporation.
William V
Series 63
Granger, IN
Integrity Wealth Advisors
William Vail is a financial advisor with Integrity Wealth Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Integrity Wealth Advisors and its related entities since 2018 and has worked with Securities America since 2002. Outside of his advisory work, he is a member of the Kiwanis Club of South Bend and serves on the board of the St. Joseph River Valley Flyfishers, a nonprofit focused on conservation and flyfishing advocacy. Integrity Wealth Advisors serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning based on documented client objectives and risk tolerance. The firm employs a long-term, modern portfolio theory-based investment approach, utilizing ETF-based allocations, mutual funds, fixed income, real estate funds, annuities, commodities, and third-party sub-advisors such as SEI Investments Management Corporation.
Nicholas V
CFP®, Series 66
Granger, IN
Integrity Wealth Advisors
Nicholas Vail is a Certified Financial Planner (CFP®) with over 14 years of experience in the financial services industry. He is currently affiliated with Integrity Wealth Advisors and has worked with Securities America since 2013. Outside of his advisory role, he is an owner of Fast Dance LLC, a business unrelated to his financial work. Integrity Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a modern portfolio theory approach and offers tailored investment plans, often incorporating ETF-based allocations and third-party sub-advisors.
