Brenda Kay Engro

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 02/2017
  Tdameritrade, Inc
  Plano, TX
• 07/2014 → Present
  Real Estate
  Irving, TX
• 03/2017 → Present
  Kestra Advisory Services, Llc
  Dallas, TX
• 03/2017 → Present
  Kestra Investment Services, Llc
  Dallas, TX

Previous Registrations

• 2014-11-10 → 2017-02-15
  Td Ameritrade, Inc.
  Plano, TX
• 2014-11-10 → 2017-02-15
  Td Ameritrade Investment Management, Llc
  Plano, TX

Other Businesses

Business Name: Brenda Williams, Realtor Investment Related: No Address: 4309 Spyglass Hill Lane Irving TX 75038 Nature of Business: Real Estate Position, Title or Relationship: real estate license holder sales agent Start Date: 2/1/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: keep up my continuing education requirements and MLS membership all the necessary requirements to maintain real estate license BEACON FINANCIAL GROUP POSITION: employee NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 02/09/2022 ADDRESS: 17300 Preston Rd. Suite 120, Dallas TX 75252, United States DESCRIPTION: administrative assistant

Exams

• S66 Uniform Combined State Law Examination
  2014-11-07
• S63 Uniform Securities Agent State Law Examination
  2013-05-17

Other Names

• Brenda Summers
• Brenda Kay Williams