Albert
Lock
Universal Financial Advisors, LLC
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About this Advisor
Albert Lock is a financial advisor based in Saint Louis, Missouri, working with Universal Financial Advisors, LLC. Albert has previously held positions at Universal Financial Group (Lowry Financial), Universal Financial Planning Consultants, Inc, Lpl Financial Corporation, Pfg Advisors, LLC, Universal Financial Advisors, LLC, Osaic Wealth, Inc, Securities America Inc, and Beam Asset Management, LLC. Albert has passed the Series 63 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Albert is part of Universal Financial Advisors, LLC, which operates out of Saint Louis, Missouri. The firm has 6 employees and manages assets totaling $202.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Universal Financial Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Universal Financial Advisors, LLC Brokerage Details
$202,089,992
6
504
$400,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Albert Lock Work History
Osaic Wealth, Inc
Universal Financial Advisors, LLC
Securities America Inc
Universal Financial Planning Consultants, Inc
Pfg Advisors, LLC
Beam Asset Management, LLC
Lpl Financial Corporation
Universal Financial Planning Consultants, Inc
Universal Financial Planning Consultants, Inc
Universal Financial Group (Lowry Financial)
Disclosures
Please visit the SEC profile of Albert Lock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Universal Financial Advisors, LLC
Saint Louis, MO
Saint Louis, MO
Saint Peters, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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