Loyd
Stegent

Stegent Equity Advisors Inc

CRD#2716652
Investment Advisor
in Houston, TX

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About this Advisor

Loyd Stegent is a financial advisor based in Houston, Texas, working with Stegent Equity Advisors Inc. Loyd has previously held positions at Stegent Equity Advisors, Inc and Stegent Financial Services, Pc. Loyd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Loyd is part of Stegent Equity Advisors Inc, which operates out of Houston, Texas. The firm has 2 employees and manages assets totaling $183.2 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Stegent Equity Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

24 Greenway Plaza Suite 1507
Houston, TX 77046

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Stegent Equity Advisors Inc Brokerage Details

Total Assets Under Management

$183,187,690

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

354

TX Average: 2,315
Average Account Size

$517,479

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Loyd Stegent Work History

1996 - Present (28 years)

Stegent Financial Services, Pc

1995 - Present (29 years)

Stegent Equity Advisors, Inc

Disclosures

Please visit the SEC profile of Loyd Stegent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stegent Equity Advisors Inc

Audrey Petrash
Houston, TX
Loyd Stegent
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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