Natalie
Pine
Briaud Financial Advisors
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About this Advisor
Natalie Pine is a certified financial planner operating out of College Station, Texas who has 13 years of industry experience. Pine is currently employed by Briaud Financial Advisors. They have spent the entirety of their career at Briaud Financial Advisors. Pine can work in Texas. Briaud Financial Advisors is a registered investment business based in College Station, TX. It has $664 million in assets among its 1,855 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,855 client accounts, 63% are associated with high-net-worth investors who have greater than $1 million in assets. Briaud Financial Advisors performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial management typically vary depending on the type of financial services offered. However, fees charged by Briaud Financial Advisors likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Briaud Financial Advisors Brokerage Details
$664,291,001
11
1,855
$358,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Natalie Pine Work History
Natalie has been registered as a financial advisor for 13 years.*
Briaud Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Natalie Pine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Briaud Financial Advisors
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
