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Nicholas Ronald Vail

Building lasting relationships through a unique financial planning experience.

Securities America Advisors, Inc.

Indianapolis

IN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Securities America Inc 5 years Dec 2013 - Present
Securities America Advisors 5 years Dec 2013 - Present
Various Insurance Carriers for W&R Insurance Agencies 2 years, 2 months Oct 2011 - Dec 2013
Various Insurance Carriers for W&R Insurance Agencies 2 years, 2 months Oct 2011 - Dec 2013
Waddell & Reed Inc 2 years, 11 months Jan 2011 - Dec 2013
First Source Bank 3 months May 2010 - Aug 2010
Texas Roadhouse 2 years, 6 months Jun 2008 - Dec 2010
Max & Ermas 4 years Jun 2005 - Jun 2009

Designations & Memberships

  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Nicholas Vail

5 Must-Do Money Moves When a Baby Arrives
Published 2016-03-09 11:10:31
What To Do With Your Tax Refund
Published 2016-03-09 11:06:51
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 6, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 6, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Securities America Advisors, Inc.

    Last updated on Aug. 16, 2017
      • $15.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 106K
        Accounts
      • $147.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements