Tim has more than 30 years of experience in the fields of finance and accounting. After serving in a variety of areas as a public accountant for several years, Tim found his passion in providing comprehensive financial planning and complex wealth management services to individuals, families, and businesses, which led to the founding of Integrated Financial Management.
Tim earned a Bachelor of Science degree in accounting in 1989. Prior to serving as director of Integrated Financial Management, he was a partner with a Louisiana-based public accounting firm. He holds the American Institute of Certified Public Accountants designations of Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). He holds the designation of Certified Financial PlannerTM, the recognized standard of excellence for personal financial planning issued by the Certified Financial Planner Board of Standards, Inc. Tim has also earned the Retirement Income Certified Professional ® (RICP ®) designation from The American College of Financial Services. The American College of Financial Services was founded in 1927 and is the nation's largest nonprofit educational institution devoted to financial services. The RICP® educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income.
Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Securities offered through Securities America Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors Inc. Timothy J. Aguillard, Representative Integrated Financial Management, LLC and the Securities America companies are unaffiliated.
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