Loyd James Stegent
Directeur Général chez Stegent Equity Advisors, Inc.
Profil
Mr. Loyd J.
Stegent, CPA, is a President & Chief Compliance Officer at Stegent Equity Advisors, Inc.
Mr. Stegent is a former Manager of Financial Counseling Services with Deloitte & Touche, LLP and has over twenty years experience serving the tax, financial, and investment planning needs of families, entrepreneurs, and charitable organizations.
He obtained his B.B.A.
in Accounting from the University of Houston in 1985.
He is an active member of many professional organizations, including the American Institute of Certified Public Accountants Personal Financial Planning Division and the Financial Planning Association of Houston.
Postes actifs de Loyd James Stegent
| Sociétés | Poste | Début |
|---|---|---|
Stegent Equity Advisors, Inc.
 Stegent Equity Advisors, Inc. Investment ManagersFinance Stegent Equity Advisors, Inc. (SEA) is an independent registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Loyd Stegent in 1995. SEA provides personal financial planning and investment management services to individual and institutional clients. | Directeur Général | 01/10/1995 |
Anciens postes connus de Loyd James Stegent
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Corporate Officer/Principal | 01/01/1999 |
Formation de Loyd James Stegent
| University of Houston | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Part of Aspiriant LLC, Deloitte Investment Advisors LLC provides investment advice. The company is based in New York, NY. Deloitte Investment Advisors was acquired by Aspiriant LLC from Deloitte Touche Tohmatsu Services LLC on October 04, 2010. | Finance |
Stegent Equity Advisors, Inc.
Stegent Equity Advisors, Inc. Investment ManagersFinance Stegent Equity Advisors, Inc. (SEA) is an independent registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Loyd Stegent in 1995. SEA provides personal financial planning and investment management services to individual and institutional clients. | Finance |
