Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
9yrs
David Spellman has worked in the financial industry for 9 years and is a fiduciary financial advisor based in San Antonio, Texas. David has been with LPL Financial since 2025; before that, David spent seven years at Money Concepts Advisory Service. 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
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office211 N Loop 1604 E, Suite 165, San Antonio, TX 78232
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.
Career
- Jul 2025 – nowLPL Financial LLCCurrent firm
- 2018 – 2025Money Concepts Capital CorpPreviously
Contact David
Local office(210) 988-0600Ask for David. (704) 733-3300Main office · Fort Mill, SC 211 N Loop 1604 E, Suite 165San Antonio, TX 78232Office · Get directions Facebook pageLPL Financial
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call David’s local office at (210) 988-0600 or the LPL Financial main office at (704) 733-3300, and ask for David Spellman.
How long has David been a financial advisor?
David has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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