Timothy Satre
Timothy Satre is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beaumont, TX, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4184 Treadway Rd., Beaumont, TX, 77706
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Regulatory History
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.
Learn about disclosures →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
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Raymond James Financial Services Advisors, INC
Eds
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Tradestar Investments,inc.Broker
CUNA Brokerage Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 states
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.