Loyd James Stegent
Amministratore Delegato presso Stegent Equity Advisors, Inc.
Profilo
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.
Posizioni attive di Loyd James Stegent
Società | Posizione | Inizio |
---|---|---|
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. | Amministratore Delegato | 01/10/1995 |
Precedenti posizioni note di Loyd James Stegent
Società | Posizione | Fine |
---|---|---|
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 |
Formazione di Loyd James Stegent
University of Houston | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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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 |
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