Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
27yrs
Based in San Antonio, Texas, Patrick Schultz is a fiduciary financial advisor with 27 years of industry experience. Patrick has been with Primerica Advisors since 2026. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 1846 advisors with offices in San Antonio, and one of 1666 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 21% by experience in Texas
Office911 Isom Rd Suite C, San Antonio, TX 78246
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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.
Career
- May 2026 – nowPFS Investments Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Patrick
How do I contact Patrick?
Call Primerica Advisors at 833-786-0550 and ask for Patrick Schultz. Patrick works from the San Antonio, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 27 years. Top 21% by experience in Texas.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Patrick 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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