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.
CRD# 2205730
Ubs Financial Services Inc.
CRD# 2854717
Eagle Strategies LLC
CRD# 6683079
Briaud Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Briaud Financial Planning Inc. | Bryan, TX | Jan 1987 - Current | 37 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management705MILLIONS
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Total Number of Accounts1,973ACCOUNTS
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Average Account Value$357,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, FL, LA, TX
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