NB
Natalie Briaud Pine
CRD 5771582
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Briaud Financial Planning Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Briaud Financial Planning Inc
Managing Partner/Lead Advisor · 25% – 50% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗