Loyd J. Stegent,  CFP<sup>&reg;</sup> - Financial Advisor

Loyd J. Stegent, CFP®

CPA/PFS,

President

Stegent Equity Advisors, Inc.

24 Greenway Plaza, Ste 1507
Houston, TX 77046
FINANCIAL ADVISOR'S WEBSITE
(713) 840-9300 x104

General

Loyd Stegent is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stegent Equity Advisors, Inc. in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: Texas
  • Fixed annuities: Texas

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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