Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
28yrs
Eric Efron
Full name on record: Eric Michael Efron
Financial advisor at Texas Institutional Investment Management
Eric Efron has worked in the financial industry for 28 years and is a financial advisor based in San Antonio, Texas. Eric has been with Texas Institutional Investment Management since 2006. Eric holds the CFA designation.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Texas
Office8603 Crownhill Blvd Suite 2, San Antonio, TX 78209
How the firm is paid ?Percent of assets
Typical client at the firm ?$903,172
Advisors at the firm2
States licensed ?1 state
Services through Texas Institutional Investment Management
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowTexas Institutional Investment Management, LLCCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Texas Institutional Investment Management at (210) 490-2200 and ask for Eric Efron. Eric works from the San Antonio, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 28 years. Top 18% by experience in Texas.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Texas Institutional Investment Management reports being paid by a percentage of the assets they manage. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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