BH
CFP
BH
CFP

Brent Steven Holt

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
16 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$78.5M

Fee Structure

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Location

800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent is an independent life insurance agent since 2012, writing policies through BBA Life Brokerage and offering term, UL, and fixed annuities. He also raises funds for the London ISD Ed. Foundation, which is not investment related, and spends minimal time on the insurance activities.

Employment History
Current Registrations
Springwater Advisors, LLC
October 2021 - Present · 4 yrs 4 mos
Herndon Plant Oakley LTD
December 2011 - Present · 14 yrs 2 mos
Herndon Plant Oakley, LTD.Broker
December 2007 - Present · 18 yrs 2 mos
Previous Registrations
Oxbow Advisors, LLC
September 2013 - April 2023 · 9 yrs 7 mos
State Registrations14 states
ARCACOFLKSMDMONCNENVOKSDTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brent Steven Holt - Financial Advisor | TrueAdvisor