William
Albair
Universal Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
William Albair is a financial advisor based out of Saint Louis, Missouri who has 1 year of relevant experience. Albair currently works for Universal Financial Advisors, LLC. Over the course of their career, they have held roles at Lpl Financial, LLC, Universal Financial Planning Consultants Inc, Financial And Investment Management Advisors, Inc, Securities America, Inc, Pfg Advisors, LLC, Universal Financial Advisors, LLC and Beam Asset Management. Albair maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Missouri and Texas. Universal Financial Advisors, LLC is a financial advisory business that has its headquarters in Saint Louis, MO. It has $182 million in assets among its 490 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 490 client accounts, 21% belong to high-net-worth investors who have at least $1 million in investable assets. The company offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by Universal Financial Advisors, LLC most likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Universal Financial Advisors, LLC Brokerage Details
$182,292,155
5
490
$372,025
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
William Albair Work History
William has been registered as a financial advisor for 1 years.*
Universal Financial Advisors, LLC
Securities America, Inc
Pfg Advisors, LLC
Financial And Investment Management Advisors, Inc
Beam Asset Management
Lpl Financial, LLC
Universal Financial Planning Consultants Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Albair 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 Peters, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
