Kent
Boatwright
Strategic Financial Concepts, LLC
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About this Advisor
Kent Boatwright is a financial advisor based in Houston, Texas, working with Strategic Financial Concepts, LLC. Kent has previously held positions at National Financial Alliance, Quirk & Company, Lpl Financial LLC, Strategic Financial Concepts, LLC, Primeway Federal Credit Union, The Yoakum National Bank, and Lpl Financial, LLC. Kent has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Kent is part of Strategic Financial Concepts, LLC, which operates out of Houston, Texas. The firm has 25 offices and 35 employees. The firm manages assets totaling $987.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Financial Concepts, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Financial Concepts, LLC Brokerage Details
$987,555,105
35
4,631
$213,249
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kent Boatwright Work History
Strategic Financial Concepts, LLC
Primeway Federal Credit Union
The Yoakum National Bank
Lpl Financial, LLC
National Financial Alliance
Lpl Financial LLC
Quirk & Company
Disclosures
Please visit the SEC profile of Kent Boatwright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Financial Concepts, LLC
Metairie, LA
Norman, OK
El Paso, TX
San Antonio, TX
Houston, TX
Round Rock, TX
San Antonio, TX
Round Rock, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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