Loyd James Stegent

CFP · PFS

Stegent Equity Advisors INC.

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net WorthBusiness OwnersCharitable Giving

Stegent Equity Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

91 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$209.0M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

24 Greenway Plaza, Suite 1507, Houston, TX, 77046

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Loyd is a Certified Public Accountant (CPA) at Stegent Financial Services, PC since 1996. This activity is not investment-related.

Employment History

Current Registrations

Stegent Equity Advisors INC.

March 1999 - Present · 26 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.