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Loyd James Stegent
Chief Executive Officer at
Stegent Equity Advisors, Inc.
Profile
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.
Loyd James Stegent active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 01/10/1995 |
Former positions of Loyd James Stegent
| Companies | Position | End |
|---|---|---|
Deloitte Investment Advisors LLC
 Deloitte Investment Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/1999 |
Training of Loyd James Stegent
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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