Unclaimed Profile

Janet Briaud

BRIAUD FINANCIAL PLANNING INC·COLLEGE STATION, Texas

Series 234 years registeredBRIAUD FINANCIAL PLANNING INC

1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX 77845CRD# 1891284Firm CRD# 105638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janet Briaud · COLLEGE STATION, TX

Registration

CRD #1891284 · BRIAUD FINANCIAL PLANNING INC · 34 years registered

Brand Profile

Not yet started

Career History

BRIAUD FINANCIAL ADVISORS

Jan 1992 – present

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · January 1, 1992

Years registered · 34

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRIAUD FINANCIAL PLANNING INC

CRD 105638 · SEC 801-31379

AUM

$705M

Regulatory assets under management

Employees

1,973 client accounts

Services offered by BRIAUD FINANCIAL PLANNING INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BRIAUD FINANCIAL PLANNING INC →

Introduction

Speak with Janet

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Janet is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLLEGE STATION?

Browse all registered financial advisors in COLLEGE STATION, Texas or claim this profile if it's yours.

Browse COLLEGE STATION Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Janet Briaud offer?

Janet Briaud specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLLEGE STATION, Texas for a consultation.

What are Janet Briaud's credentials?

Janet Briaud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Janet Briaud located?

Janet Briaud is based in COLLEGE STATION, Texas, working with BRIAUD FINANCIAL PLANNING INC. Their office serves clients in the COLLEGE STATION metropolitan area and surrounding communities.

How does Janet Briaud charge for services?

Janet Briaud's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIAUD FINANCIAL PLANNING INC?

BRIAUD FINANCIAL PLANNING INC has approximately 13 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →