PPrivate Fund Data Log in Join · $37/mo

Ashley Beth Lock

Co-Trustee Of Brian C. Lock Tod Brian C. Lock And Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016Universal Financial Advisors, LLCCRD 8024243

About Ashley Beth Lock

Ashley Beth Lock is listed as Co-Trustee Of Brian C. Lock Tod Brian C. Lock And Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016 at Universal Financial Advisors, LLC in St. Louis, MO. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Universal Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ashley Beth Lock work?

Ashley Beth Lock is listed as Co-Trustee Of Brian C. Lock Tod Brian C. Lock And Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016 at Universal Financial Advisors, LLC on SEC Form ADV.

How much of Universal Financial Advisors, LLC does Ashley Beth Lock own?

Form ADV reports a beneficial ownership band of 50-75%.

Universal Financial Advisors, LLC

TitleCo-Trustee Of Brian C. Lock Tod Brian C. Lock And Ashley B. Lock Revocable Qualified Spousal Trust Dated 10/7/2016
Ownership50-75%
Control personYes
Since2024