Loyd James Stegent
Director Ejecutivo en Stegent Equity Advisors, Inc. .
Perfil
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.
Cargos activos de Loyd James Stegent
Empresas | Cargo | Inicio |
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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. | Director Ejecutivo | 01/10/1995 |
Antiguos cargos conocidos de Loyd James Stegent.
Empresas | Cargo | Fin |
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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. | Corporate Officer/Principal | 01/01/1999 |
Formación de Loyd James Stegent.
University of Houston | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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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 |
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 |
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