Andrea R Billquist
Investment adviser representative at Briaud Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$912.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Briaud Financial AdvisorsNov 2023 to now
- Charles Schwab Bank, SsbNov 2017 to Nov 2023
- Charles Schwab & Co. Lnc.Jul 2016 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Briaud Financial Advisors
Legal name: Briaud Financial Planning Inc
$912.8MAssets managed
279Clients
6Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6683079
- Firm CRD
- 105638