Corey Levine has been an investment adviser representative at Cross Financial Advisors since July 2017, and is not listed among the firm’s executive officers or direct owners.
Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.
Corey Levine’s longest registration is the current one, 9 years at Cross Financial Advisors since 2017. Before joining Cross Financial Advisors in 2017, Corey Levine was registered through LPL Financial LLC and Morgan Stanley.
- Cross Financial AdvisorsCurrent– present · 9 yearsPortland, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLC– · 5 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Morgan Stanley– · 3 yearsPortland, OR · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Corey Levine is registered as an investment adviser representative in Oregon, since July 2017.
- OregonSince 18 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 28 November 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 1997 |
| Series 7 | General Securities Representative Examination | 15 October 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Corey Scott Levine
- CRD
- 1878968
- Firm
- Cross Financial Advisors · CRD 287686
- Office
- 11600 SW SHILO SW LANE, SUITE 100, Portland, OR 97225
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Corey Levine work?
Corey Levine is an investment adviser representative registered through Cross Financial Advisors, LLC since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Corey Levine a financial advisor?
Yes. Corey Levine has a current investment-adviser registration in Oregon, through Cross Financial Advisors since July 2017.
How many years of experience does Corey Levine have?
Corey Levine has 37 years in the financial industry, since November 1988, across 3 adviser firms.
What exams has Corey Levine passed?
Corey Levine has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 31. The earliest, the Series 63, was passed in September 1988. FINRA credited Corey Levine with the SIE, which began in October 2018.
Where did Corey Levine work before Cross Financial Advisors?
Before Cross Financial Advisors, Corey Levine was registered through Morgan Stanley, April 2003 to February 2007.
Where is Corey Levine based?
Corey Levine’s registered office is in Portland, OR.
Is Corey Levine registered with FINRA?
Yes. Corey Levine has a current broker registration, under CRD 1878968.
Source: FINRA BrokerCheck
How can I verify Corey Levine’s record?
Search CRD 1878968 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Corey Levine’s full registration record.
