LPL Financial
47yrs
Top 1% for experience in San Antonio
47yrs
Joe Beaty Kercheville
Financial advisor at Kercheville Advisors
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor for experience in San Antonio
Office15750 Ih-10 West, San Antonio, TX 78249
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Kercheville Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2014 – nowKercheville Advisors LLCCurrent firm
Questions to ask Joe
Tailored to Joe’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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?
About Joe
How do I contact Joe?
Call Kercheville Advisors at 210-694-5000 and ask for Joe Beaty Kercheville. Joe works from the San Antonio, TX office.
How long has Joe been a financial advisor?
Joe has been in the industry since 1979, about 47 years. Top advisor for experience in San Antonio.
What licenses does Joe hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joe a fiduciary?
Joe is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joe paid?
Kercheville Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joe for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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