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CFP
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CFP

Timothy Satre

LPL Financial LLC
38 Years of Experience
Beaumont, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Satre is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beaumont, TX, with 38 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4184 Treadway Rd., Beaumont, TX, 77706

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is involved in several business activities, including owning Craven's Insurance Agency, Satre Investments LLC (cattle ownership), and Equitable Divorce Strategies LLC (divorce planning and tax preparation). He spends nearly full-time hours on divorce planning and tax preparation, and a few hours per week on the insurance agency.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2018 - Present · 8 yrs 2 mos
LPL Financial LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 2012 - August 2018 · 6 yrs 1 mo
Ameriprise Financial Services, INC.
July 2012 - August 2018 · 6 yrs 1 mo
Raymond James Financial Services Advisors, INC
January 2009 - July 2012 · 3 yrs 6 mos
Eds
July 2006 - September 2012 · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
April 1996 - July 2012 · 16 yrs 3 mos
Raymond James Financial Services
April 1996 - January 2009 · 12 yrs 9 mos
Tradestar Investments,inc.Broker
October 1994 - April 1996 · 1 yr 6 mos
CUNA Brokerage Services, INC.Broker
September 1991 - October 1994 · 3 yrs 1 mo
Metlife Securities INC.Broker
August 1988 - September 1991 · 3 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
August 1988 - September 1991 · 3 yrs 1 mo
State Registrations18 states
ARAZCACODEFLGAIAILKYLAMONMOHSCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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