Brenda Allen, financial advisor San Antonio TX

Brenda Allen

CRD Number: 1246615
Current Firm: Sendero Wealth Management, LLC

Brenda Allen (CRD# 1246615) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Sendero Securities, LLC San Antonio, TX Jul 2008 - Current 16
Sendero Wealth Management, LLC San Antonio, TX Dec 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Brenda D. Allen
Phone Number: 210-805-0171
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,219
    MILLIONS
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $2,970,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

LA, NH, NM, TX

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