Natalie Pine has been Lead Advisor, CEO, and Chief Compliance Officer of Briaud Financial Planning since January 2008, is a control person of the firm and directly owns between 25% and 50% of it. Natalie Pine holds a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University.
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.
Natalie Pine is Chief Executive Officer of Briaud Financial Advisors. Natalie specializes in financial planning for university professors and administrators, small businesses, and individuals and families with special need considerations. She joined the firm in 2007 as an Investment Analyst and, after earning her CFP certification, became a Financial Advisor, integrating financial planning and wealth management services. She became a partner in the firm in 2011.
- Briaud Financial AdvisorsCurrent– present · 16 yearsCollege Station, TX · Adviser representative · Firm CRD 105638
Professional designations
Listed by Briaud Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Special Needs Consultant (ChSNC®)
Investment adviser representative registrations
Natalie Pine is registered as an investment adviser representative in Texas, since September 2010.
- TexasSince 17 September 2010
Examinations
No examinations are on Natalie Pine’s record.
- Full name
- Natalie Briaud Pine
- CRD
- 5771582
- Firm
- Briaud Financial Planning · CRD 105638
- Role
- Lead Advisor, CEO, and Chief Compliance Officer
- Office
- 1611 CRESCENT POINTE PARKWAY, College Station, TX 77845
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- briaud.com
Where does Natalie Pine work?
Natalie Pine has been Lead Advisor, CEO, and Chief Compliance Officer of Briaud Financial Planning Inc since January 2008, and is a control person of the firm.
Is Natalie Pine a financial advisor?
Yes. Natalie Pine has a current investment-adviser registration in Texas, through Briaud Financial Planning since September 2010.
How many years of experience does Natalie Pine have?
Natalie Pine has 16 years in the financial industry, since September 2010, across 1 adviser firm.
Where is Natalie Pine based?
Natalie Pine’s registered office is in College Station, TX.
Is Natalie Pine registered with FINRA?
No. Natalie Pine has no current broker registration.
Is Natalie Pine a CFP?
Briaud Financial Planning lists Natalie Pine with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Natalie Pine’s record?
Search CRD 5771582 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Natalie Pine’s full registration record.