Kent Thomas Boatwright
Investment adviser representative at Strategic Financial Concepts, LLC
13 yearsExperience
1 stateRegistered in
$927.7MFirm assets
19 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- The Yoakum National BankMay 2021 to now
- Strategic Financial Concepts, LLCApr 2021 to now
- Primeway Federal Credit UnionApr 2021 to now
- LPL Financial, LLCAug 2018 to now
- National Financial AllianceJul 2018 to Aug 2018
- Quirk & CompanyApr 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 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
- 6170311
- Firm CRD
- 141849