Briaud Financial Advisors

Briaud Financial Advisors (CRD# 105638) is a financial advisory firm headquartered in College Station, TX. They manage $491,095,115 in 1,771 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    491
    MILLION
  • Total Number of Accounts
    1,771
    ACCOUNTS
  • Average Account Value
    $277,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Briaud Financial Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Janet Briaud
CRD#: 1891284
1611 Crescent Pointe Parkway, College Station, TX 77845
90
Wealthminder
score

Janet Briaud (CRD# 1891284) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Janet Briaud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bret D. Mulvaney
CRD#: 6625315
1611 Crescent Pointe Parkway, College Station, TX 77845
90
Wealthminder
score

Bret Mulvaney (CRD# 6625315) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Bret Mulvaney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Natalie B. Pine
CRD#: 5771582
1611 Crescent Pointe Parkway, College Station, TX 77845
90
Wealthminder
score

Natalie Pine (CRD# 5771582) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Natalie Pine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Roger S. Pine
CRD#: 5653930
1611 Crescent Pointe Parkway, College Station, TX 77845
90
Wealthminder
score

Roger Pine (CRD# 5653930) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Roger Pine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Peggy S. Sherman
CRD#: 5217106
1611 Crescent Pointe Parkway, College Station, TX 77845
90
Wealthminder
score

Peggy Sherman (CRD# 5217106) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Peggy Sherman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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