AdvisorOS Directory
Claim Profile
Unclaimed Profile
NP

Natalie Briaud Pine

BRIAUD FINANCIAL PLANNING INC·COLLEGE STATION, Texas
Clean record15 years registeredBRIAUD FINANCIAL PLANNING INC
1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX 77845CRD# 5771582Firm CRD# 105638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalie Briaud Pine · COLLEGE STATION, TX
Registration
CRD #5771582 · BRIAUD FINANCIAL PLANNING INC · 15 years registered
Brand Profile
Not yet started
01

Career History

BRIAUD FINANCIAL ADVISORS
Sep 2010 – present
02

Registrations & Exams

Registration record
First registered · September 17, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIAUD FINANCIAL PLANNING INC
CRD 105638 · SEC 801-31379
AUM
$705M
Regulatory assets under management
Employees
13
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 Natalie

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

Not sure if Natalie 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 AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Natalie Briaud Pine offer?
Natalie Briaud Pine specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLLEGE STATION, Texas for a consultation.
What are Natalie Briaud Pine's credentials?
Natalie Briaud Pine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Briaud Pine located?
Natalie Briaud Pine 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 Natalie Briaud Pine charge for services?
Natalie Briaud Pine'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 →

Other Advisors at BRIAUD FINANCIAL PLANNING INC

Roger Stephen Pine
COLLEGE STATION, TX
Janet Briaud
COLLEGE STATION, TX
Matthew Ray Mckay
COLLEGE STATION, TX

More Advisors in COLLEGE STATION, Texas

Robert Casey Calhoun
PARAGON ADVISORS, L.L.C.·COLLEGE STATION, TX
David Wall Hailey
PARAGON ADVISORS, L.L.C.·COLLEGE STATION, TX
Ronnie Lynn Craig
TDC CAPITAL ADVISORS, INC.·COLLEGE STATION, TX
Stephen Richard Mcgee
PARAGON ADVISORS, L.L.C.·COLLEGE STATION, TX
CFP
Sarah D Buenger
PARAGON ADVISORS, L.L.C.·COLLEGE STATION, TX
Wade Smith
L & W FINANCIAL, LLC·COLLEGE STATION, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)IRVING (30)FRISCO (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile