Andrea R. Billquist

BRIAUD FINANCIAL ADVISORS

College Station, TX 77845

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CRD#: 6683079

Professional summary

Andrea R Billquist, CFP®, who also goes by Andrea Rachel Billquist, Andrea Billquist, Andrea Rachel Essendrop, Andrea Essendrop, is a registered financial advisor currently at BRIAUD FINANCIAL ADVISORS located in College Station, Texas.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrea has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Rachel Billquist | Andrea Billquist | Andrea Rachel Essendrop | Andrea Essendrop

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea R Billquist's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 19, 2023 - Present

BRIAUD FINANCIAL ADVISORS

Office #1: 1611 Crescent Pointe Parkway, College Station, TX 77845

RIA

CRD#: 105638

College Station, TX

Past

December 17, 2016 - November 30, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Devine, TX

Past

December 6, 2016 - November 30, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

San Antonio, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIAUD FINANCIAL ADVISORS

BRIAUD FINANCIAL ADVISORS | BRIAUD FINANCIAL PLANNING INC

CRD#: 105638 / SEC#: 801-31379

RIA

Registered Investment Advisory firm - (1/28/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 4/26/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/5/2023

General Securities Sales Supervisor - General Module Examination

Current Firm

BRIAUD FINANCIAL ADVISORS

BRIAUD FINANCIAL ADVISORS | BRIAUD FINANCIAL PLANNING INC

CRD#: 105638 / SEC#: 801-31379

RIA

Registered Investment Advisory firm - (1/28/1988 Approved)

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Contact information

Main Address

1611 Crescent Pointe Parkway, College Station, TX 77845

Mailing Address

Phone number

(979) 260-9771

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,083
AUM (Assets Under Management)	$ 775,328,663

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/25/2024	Cover Page	Report
01/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Andrea R. Billquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea R Billquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BRIAUD FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/6/2016

Series 9

Date: 4/26/2023

Series 10

Date: 4/5/2023

Current Firm

BRIAUD FINANCIAL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIAUD FINANCIAL ADVISORS

TRUST BUT VERIFY

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