William Bernard Albair

Employer firm

Universal Financial Advisors, LLC CRD 318392

$277M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 12/2021
  Financial And Investment Management Advisors, Inc.
  Saint Louis, MO
• 07/2015 → 06/2023
  Securities America, Inc.
  St. Louis, MO
• 12/2021 → 08/2022
  Pfg Advisors, Llc
  St. Louis, MO
• 08/2022 → Present
  Universal Financial Advisors, Llc
  St. Louis, MO
• 03/2015 → 12/2021
  Beam Asset Management
  St. Louis, MO

Previous Registrations

• 2022-01-03 → 2022-08-18
  Pfg Advisors
  St. Louis, MO
• 2015-03-09 → 2021-12-15
  Beam Wealth Advisors, Inc.
  Saint Louis, MO
  Covington, LA
• 2005-06-14 → 2015-12-31
  Universal Financial Planning Consultants, Inc.
  St. Louis, MO

Other Businesses

WILLIAM ALBAIR POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2005 ADDRESS: 333 S Kirkwood Rd, St louis MO 63122 DESCRIPTION: Insurance

Exams

• S66 Uniform Combined State Law Examination
  2005-04-29

Other Names

• William Albair