Beaumont, TX Treadway Rd Office

Jon Williams is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Satre is a CFP®-credentialed financial advisor with 38 years of industry experience currently with LPL Financial. He previously worked at Ameriprise Financial Services for six years before joining LPL in 2018. Outside of his advisory work, Mr. Satre serves as a mediator for the Dispute Resolution Center in Jefferson County, Texas, and is involved in a divorce planning and tax preparation business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research, model portfolios, and technology-driven strategies.

Hank Hargraves is a Series 65-licensed financial advisor with two years of industry experience, currently with LPL Financial. He previously worked at Retirement Financial Group, Insurance Agency of Southeast Texas, and operated his own insurance agency. He is also an independent insurance agent specializing in life, accident, health, and property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.