Kari Billette (CRD# 7278841) is an Investment Advisor Representative working at Cross Financial Advisors in Beaverton, OR and has over 2 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| 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 |
- OR
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Total Assets Under Management346MILLIONS
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Total Number of Accounts2,773ACCOUNTS
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Average Account Value$124,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, GA, ID, MA, MN, MT, NV, OR, TX, VA, WA
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