Brenda Elizabeth Caballero

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2016 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2016 → Present
  First State Bank
  Dumas, TX
• 06/2018 → Present
  Cetera Investment Advisers Llc
  Dumas, TX

Other Businesses

1) LUNA PROPERTY MANAGEMENT LLC DBA SUNSET SLOPE, 50% OWNER, 8/HRS/WK 2) BOARD MEMBER AT UNITED WAY OF MOORE COUNTY INC, 1/HR/WK 3.) SECRETARY FOR UNITED WAY OF MOORE COUNTY, INC, 1/HR/WK; 4.) BOARD MEMBER FOR MOORE OPTIONS, 1/HR/WK;

Exams

• S66 Uniform Combined State Law Examination
  2018-06-02

Other Names

• Brenda Elizabeth Pelayo
• Brenda Elizabeth Rodriguez