William B. Albair

UNIVERSAL FINANCIAL ADVISORS

St. Louis, MO 63122

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CRD#: 4916860

Professional summary

William Bernard Albair, who also goes by William Albair, is a registered financial advisor currently at UNIVERSAL FINANCIAL ADVISORS, LLC located in St. Louis, Missouri.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Albair

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bernard Albair's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 15, 2022 - Present

UNIVERSAL FINANCIAL ADVISORS, LLC

Office #1: 333 S. Kirkwood Road Suite 301, St. Louis, MO 63122

RIA

CRD#: 318392

St. Louis, MO

Past

January 3, 2022 - August 18, 2022

PFG ADVISORS

RIA

CRD#: 173344

St. Louis, MO

Past

July 9, 2015 - June 27, 2023

SECURITIES AMERICA, INC.

CRD#: 10205

SAINT LOUIS, MO

Past

March 9, 2015 - December 15, 2021

BEAM WEALTH ADVISORS, INC.

RIA

CRD#: 109867

SAINT LOUIS, MO

Past

September 8, 2009 - July 21, 2015

LPL FINANCIAL LLC

CRD#: 6413

ST. LOUIS, MO

Past

June 14, 2005 - December 31, 2015

UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

RIA

CRD#: 116386

ST. LOUIS, MO

Past

March 15, 2005 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC | UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

CRD#: 318392 / SEC#: 801-124991

RIA

Registered Investment Advisory firm - (5/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(8/15/2022)

IAR

Texas
(8/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/29/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2005

General Securities Representative Examination

Current Firm

UNIVERSAL FINANCIAL ADVISORS, LLC

UNIVERSAL FINANCIAL ADVISORS, LLC | UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

CRD#: 318392 / SEC#: 801-124991

RIA

Registered Investment Advisory firm - (5/11/2022 Approved)

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Contact information

Main Address

333 S. Kirkwood Road Suite 301, St. Louis, MO 63122

Mailing Address

Phone number

(314) 721-5522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UFA 2025 ANNUAL AMENDED ADV PART 2A (4/14/2025)

UFA 2025 ANNUAL AMENDED WRAP FEE BROCHURE (4/14/2025)

Regulatory assets under management

Total Number of Accounts	647
AUM (Assets Under Management)	$ 251,062,299

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

William B. Albair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bernard Albair's CRS (Customer Relationship Summary).

Certified licenses

Experience

PFG ADVISORS

SECURITIES AMERICA, INC.

BEAM WEALTH ADVISORS, INC.

LPL FINANCIAL LLC

UNIVERSAL FINANCIAL PLANNING CONSULTANTS, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

UNIVERSAL FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2005

Current Firm

UNIVERSAL FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIVERSAL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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