Unclaimed Profile

Roger Stephen Pine

BRIAUD FINANCIAL PLANNING INC·COLLEGE STATION, Texas

Clean recordBRIAUD FINANCIAL PLANNING INC

1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX 77845CRD# 5653930Firm CRD# 105638

Profile Verification

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

Identity

Roger Stephen Pine · COLLEGE STATION, TX

Registration

CRD #5653930 · BRIAUD FINANCIAL PLANNING INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roger Stephen Pine is a registered financial advisor based in COLLEGE STATION, Texas, affiliated with BRIAUD FINANCIAL PLANNING INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIAUD FINANCIAL PLANNING INC

BRIAUD FINANCIAL ADVISORS

AUM

$705M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIAUD FINANCIAL PLANNING INC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5653930

Firm CRD# 105638

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Roger Stephen Pine offer?

Roger Stephen Pine specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in COLLEGE STATION, Texas for a consultation.

What are Roger Stephen Pine's credentials?

Roger Stephen Pine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Stephen Pine located?

Roger Stephen 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 Roger Stephen Pine charge for services?

Roger Stephen 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.

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