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Patrick Beale

Wealth Advisor
TDECU Wealth Advisors
Patrick Beale

Patrick Beale
Wealth Advisor
(979) 238-8327
PBeale@tdecu.org

Patrick joined the TDECU Wealth Advisors’ team in 2012, after more than a decade in the retirement planning and wealth management field. With an understanding that endurance is a critical aspect of retirement planning and wealth management, Patrick follows a disciplined approach to his role by assisting clients in reaching their long-term financial goals. As a result, Patrick’s primary focus is on translating unique needs into a specific plan that will endure the test of time. Patrick received his Bachelor of Science from Centenary College of Louisiana.

Patrick serves the following Member Centers:

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/ SIPC).

TDECU-Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and may also be employees of TDECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

NOT NCUA Insured of Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AR, AZ, CA, CO, DC, FL, GA, HI, IN, LA, MI, MS, NC, NJ, OK, OR, PA, SC, TN, WA, WI.

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