Briaud Financial Advisors

Briaud Financial Advisors (CRD# 105638) is a financial advisory firm headquartered in College Station, TX. They manage $705,036,199 in 1,973 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1611 Crescent Pointe Parkway, College Station, TX 77845
http://www.briaud.com
By the Numbers
  • Total Assets Under Management
    705
    MILLION
  • Total Number of Accounts
    1,973
    ACCOUNTS
  • Average Account Value
    $357,342
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, TX

Financial Advisors at Briaud Financial Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Andrea Billquist, financial advisor College Station TX
Andrea R. Billquist
CRD#: 6683079
1611 Crescent Pointe Parkway, College Station, TX 77845

Andrea Billquist (CRD# 6683079) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has over 7 years of experience in the finance industry.

2
Janet Briaud, financial advisor College Station TX
Janet Briaud
CRD#: 1891284
1611 Crescent Pointe Parkway, College Station, TX 77845

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.

3
Natalie Pine, financial advisor College Station TX
Natalie B. Pine
CRD#: 5771582
1611 Crescent Pointe Parkway, College Station, TX 77845

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.

4
Peggy Sherman, financial advisor College Station TX
Peggy S. Sherman
CRD#: 5217106
1611 Crescent Pointe Parkway, College Station, TX 77845

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.

5
Michelle Holmes, financial advisor College Station TX
Michelle M. Holmes
CRD#: 7654304
1611 Crescent Pointe Parkway, College Station, TX 77845

Michelle Holmes (CRD# 7654304) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry.

6
Matthew McKay, financial advisor College Station TX
Matthew R. McKay
CRD#: 7234816
1611 Crescent Pointe Parkway, College Station, TX 77845

Matthew McKay (CRD# 7234816) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry.

7
Sachin Sawant, financial advisor College Station TX
Sachin N. Sawant
CRD#: 7874651
1611 Crescent Pointe Parkway, College Station, TX 77845

Sachin Sawant (CRD# 7874651) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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