Loyd James Stegent
Vorstandsvorsitzender bei Stegent Equity Advisors, Inc.
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.
Aktive Positionen von Loyd James Stegent
Unternehmen | Position | Beginn |
---|---|---|
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. | Vorstandsvorsitzender | 01.10.1995 |
Ehemalige bekannte Positionen von Loyd James Stegent
Unternehmen | Position | Ende |
---|---|---|
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 |
Ausbildung von Loyd James Stegent
University of Houston | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 |