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Brent Steven Holt

Herndon Plant Oakley, Ltd.

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About Brent Steven Holt

Brent Steven Holt is a financial advisor in CORPUS CHRISTI, TX, who has been in the industry since December 2007. Brent is a registered representative of Herndon Plant Oakley, Ltd. and an investment advisor representative of Springwater Advisors, LLC. He has a Series 7, Series 63 and Series 65 license and a Certified Financial Planner designation. Brent works with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. He offers financial planning and portfolio management services to individuals and businesses.

Firm Information

Brent Holt is currently registered with Herndon Plant Oakley, Ltd.. Herndon Plant Oakley, Ltd. is a Partnership registered with the SEC and in 44 states. Founded in 1998, the firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes individuals (high-net-worth and otherwise), charitable organizations, and other investment advisors. The firm manages approximately $82 million in assets for 263 clients.

$82.05M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Holt’s Registration & Firm History

TX

12/13/2011 - Present

Herndon Plant Oakley, Ltd. (CORPUS CHRISTI TX)

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Licenses & Designations

IA

Issued 07/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent Steven Holt.
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