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Advisors / Texas / San Antonio
15yrs

Patrick Ibarra

Financial advisor at USAA Investment Services

Patrick Ibarra is a fiduciary financial advisor in San Antonio, Texas, with 15 years in the industry. After four years at USAA Financial Planning Services, Patrick joined USAA Investment Services in 2018, a firm offering financial planning.

One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.

San Antonio, TX 78288Fiduciary advisor
Call the officeDirections

At a glance

Experience15 years (since 2012)
How that compares ?More experience than 54% of advisors in Texas
Office9800 Fredericksburg Road, San Antonio, TX 78288
How the firm is paid ?Other
Advisors at the firm108
States licensed ?1 state

Services through USAA Investment Services

Financial planningOther 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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
  2. 2013 – 2018
    USAA Financial Planning ServicesPreviously

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Patrick

How do I contact Patrick?

Call USAA Investment Services at (210) 456-4218 and ask for Patrick Ibarra. Patrick works from the San Antonio, TX office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2012, about 15 years. More experience than 54% of advisors in Texas.

What licenses does Patrick hold?

Series 63, Series 66. 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?

USAA Investment Services reports being paid by other fees. 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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