Universal Financial Group

Brian Lock

Brian Lock
Financial Consultant

Brian holds a BA in Business Administration and a BS in International Studies from the University of Missouri. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and has 13 years of experience at Universal Financial Group. In addition to working with clients, Brian is the team’s investment analyst. He reviews investments such as stocks and bonds and the money managers that may be appropriate for our clients’ needs.


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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.