Joshua Kercheville
Investment adviser representative at Kercheville Advisors LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$554.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Kercheville Advisors, LLCMar 2014 to now
- Kercheville & CompanyMar 2008 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Kercheville Advisors LLC
$554.7MAssets managed
352Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5640221
- Firm CRD
- 169471