UNIVERSAL FINANCIAL ADVISORS, LLC of ST. LOUIS, MO is an SEC-registered investment adviser (CRD 318392). Regulatory assets under management: $277.5M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Brian Christopher Lock | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL; CO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016 | — |
| Ashley Beth Lock | CO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016 | — |
| LOCK ALBERT LARRY | MEMBER/PRINCIPAL | — |
| LOCK BRIAN CHRISTOPHER | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL; CO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016 | — |
| LOCK ASHLEY BETH | CO-TRUSTEE OF BRIAN C. LOCK TOD BRIAN C. LOCK AND ASHLEY B. LOCK REVOCABLE QUALIFIED SPOUSAL TRUST DATED 10/7/2016 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ST. PETERS | MO | 2 | (636) 441-1700 |
| — | — | 1 | (816) 914-9537 |