Brian Vail
Brian Vail is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bohemia, NY, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
640 Johnson Ave Ste GL1, Bohemia, NY, 11716
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2011Criminal
July 1978Other Business Activities
Brian owns and rents real estate properties, including Artless Real Estate and Vail Investments Marion Street LLC, dedicating minimal time to each. He also works as an independent contractor for Vail and Associates, a support company for RJFS, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations24 states
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