Kent
Boatwright
Strategic Financial Concepts, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kent Boatwright is a financial advisor who works out of Houston, Texas, with a total of 2 years of industry experience. Boatwright is an advisor for Strategic Financial Concepts, LLC. Throughout their career, Boatwright has worked 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. Boatwright holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Strategic Financial Concepts, LLC is a financial advisory company that has its headquarters in San Antonio, TX. The company has offices in 27 locations and a total of 35 people on staff. It handles $811 million in total assets among its 4,470 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 4,470 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a wide assortment of services, including 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. Financial advisory fees typically vary depending on which services are provided. However, fees billed by Strategic Financial Concepts, LLC most likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Strategic Financial Concepts, LLC Brokerage Details
$811,032,601
35
4,470
$181,439
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
Kent has been registered as a financial advisor for 2 years.*
Strategic Financial Concepts, LLC
Primeway Federal Credit Union
The Yoakum National Bank
Lpl Financial, LLC
National Financial Alliance
Lpl Financial LLC
Quirk & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Houston, TX
Round Rock, TX
Round Rock, TX
Fort Worth, TX
Texarkana, TX
Blanchard, OK
El Paso, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
