Joe Kercheville (CRD# 268275) is an Investment Advisor Representative working at Kercheville Advisors LLC in San Antonio, TX and has over 44 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kercheville Advisors, LLC | San Antonio, TX | Mar 2014 - Current | 10 |
| Kercheville & Company, Inc. | San Antonio, TX | Oct 1984 - Feb 2019 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1979 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management395MILLIONS
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Total Number of Accounts702ACCOUNTS
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Average Account Value$562,056
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, TX
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