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 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. | 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 Provides investment advice | Corporate Officer/Principal | 01/01/1999 |
Formazione di Loyd James Stegent
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
















