Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
22yrs
Daniel Espinoza
Financial advisor at LPL Financial
Based in San Antonio, Texas, Daniel Espinoza is a fiduciary financial advisor with 22 years of industry experience. Daniel has been with LPL Financial since 2018; before that, Daniel spent seven years at SWBC Investment and six years at Chase Investment Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 69% of advisors in Texas
OfficeSan Antonio, TX
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2011 – 2018SWBC Investment CompanyPreviously
- 2005 – 2011Chase Investment Services Corp.Previously
- Mar 2005 – Sep 2005Ameriprise Financial Services, LLCPreviously
Contact Daniel
San Antonio, TXOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Espinoza. Daniel works from the San Antonio, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 22 years. More experience than 69% of advisors in Texas.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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