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 |
|---|---|---|
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. | Director Ejecutivo | 01/10/1995 |
Antiguos cargos conocidos de Loyd James Stegent.
| Empresas | Cargo | Fin |
|---|---|---|
Deloitte Investment Advisors LLC
Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/1999 |
Formación de Loyd James Stegent.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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