Tim C. Satre,  CFP<sup>&reg;</sup> - Financial Advisor

Tim C. Satre, CFP®

LPL Financial

4184 Treadway Rd
Beaumont, TX 77706-7104
(888) 648-7588
(409) 656-6282

General

Tim Satre is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Beaumont, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 51, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - APMA, CDFA, ADFA

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: Texas
  • Fixed annuities: Texas
  • Variable annuities: Texas

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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