Andrea Billquist has been an investment adviser representative at Briaud Financial Planning since November 2023, and is not listed among the firm’s executive officers or direct owners.
Briaud Financial Planning Inc is a College Station, TX firm with $913M under management, 279 clients and 6 advisers in one office, as of its May 2026 filing.
Andrea Billquist’s longest registration was 6 years at Charles Schwab & Co., Inc. (2016–2023). Before joining Briaud Financial Planning in 2023, Andrea Billquist was registered through Charles Schwab & Co., Inc.
- Briaud Financial AdvisorsCurrent– present · 2 yearsCollege Station, TX · Adviser representative · Firm CRD 105638
- Charles Schwab & Co., Inc.– · 6 yearsDevine, TX · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Andrea Billquist is registered as an investment adviser representative in Texas, since November 2023.
- TexasSince 19 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 26 April 2023 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 5 April 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 December 2016 |
| Series 7 | General Securities Representative Examination | 6 December 2016 |
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrea R Billquist
- CRD
- 6683079
- Firm
- Briaud Financial Planning · CRD 105638
- Office
- 1611 CRESCENT POINTE PARKWAY, College Station, TX 77845
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrea Billquist work?
Andrea Billquist is an investment adviser representative registered through Briaud Financial Planning Inc since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Andrea Billquist a financial advisor?
Yes. Andrea Billquist has a current investment-adviser registration in Texas, through Briaud Financial Planning since November 2023.
How many years of experience does Andrea Billquist have?
Andrea Billquist has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Andrea Billquist passed?
Andrea Billquist has passed 4 licensing exams: the Series 7, Series 66, Series 10 and Series 9. The earliest, the Series 7, was passed in December 2016. FINRA credited Andrea Billquist with the SIE, which began in October 2018.
Where is Andrea Billquist based?
Andrea Billquist’s registered office is in College Station, TX.
Is Andrea Billquist registered with FINRA?
No. Andrea Billquist has no current broker registration.
How can I verify Andrea Billquist’s record?
Search CRD 6683079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Billquist’s full registration record.