Kari Billette, financial advisor Newberg OR

Kari Billette

CRD Number: 7278841
Current Firm: Cross Financial Advisors

Kari Billette (CRD# 7278841) is an Investment Advisor Representative working at Cross Financial Advisors in Newberg, OR and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cross Financial Advisors Newberg, OR May 2022 - Current 1
Lpl Financial LLC Newberg, OR Nov 2021 - Current 2
Lyda Financial Newberg, OR Aug 2020 - Current 3
Lpl Financial LLC Newberg, OR Jul 2020 - Nov 2021 1
George Fox University Newberg, OR Aug 2017 - May 2021 3
Unemployed Steamboat Springs, CO Dec 2012 - Aug 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2022
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Kari A. Billette
Phone Number: (503) 430-0563
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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