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 SEA considers investments for client accounts in light of fundamental and technical analysis. Their investment activities are generally defined by principles that are collectively known as Modern Portfolio Theory. | 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 Provides investment advice | Corporate Officer/Principal | 01/01/1999 |
Formation de Loyd James Stegent
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Stegent Equity Advisors, Inc.
Stegent Equity Advisors, Inc. Investment ManagersFinance SEA considers investments for client accounts in light of fundamental and technical analysis. Their investment activities are generally defined by principles that are collectively known as Modern Portfolio Theory. | Finance |
















