Universal Financial Group

William Albair

William Albair, D.D.S., M.S.
Financial Consultant

After spending more than 30 years as a dentist and periodontist, Bill has transitioned to the financial industry. He is a Investment Advisor Representative and concentrates on working with individuals who need an overseer for their financial plans. Bill has been a successful investor himself over the years and an experienced business owner. He understands the needs of the dental community and has experience with strategies to accumulate and preserve assets. Bill was selected as a 2011 Five Star Wealth Manager, representing wealth managers who scored highest in overall satisfaction in Crescendo consumer survey. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation. 


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Securities offered through Securities America, Inc.
A registered broker/dealer. Member FINRA & SIPC.
Registered in the following states: AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, ND, OH, OK, OR, PA, RI, SD, TN, TX, UT, VT, VA, WV, WI, WY

Advisory services offered through Beam Asset Management.   Beam Asset Management and the Securities America companies are separate entities.  Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.