Kari Billette has been an investment adviser representative at Cross Financial Advisors since June 2022, 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.
Kari Billette’s longest registration is the current one, 4 years at Cross Financial Advisors since 2022. Before joining Cross Financial Advisors in 2022, Kari Billette was registered through LPL Financial LLC.
- Cross Financial AdvisorsCurrent– present · 4 yearsNewberg, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLC– · under a yearFort Mill, SC · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Kari Billette is registered as an investment adviser representative in Oregon, since June 2022.
- OregonSince 13 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 April 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 December 2021 |
| SIE | Securities Industry Essentials Examination | 3 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kari Anne Billette
- CRD
- 7278841
- Firm
- Cross Financial Advisors · CRD 287686
- Office
- 307 E 2ND STREET, SUITE 100, Newberg, OR 97132
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kari Billette work?
Kari Billette is an investment adviser representative registered through Cross Financial Advisors, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kari Billette a financial advisor?
Yes. Kari Billette has a current investment-adviser registration in Oregon, through Cross Financial Advisors since June 2022.
How many years of experience does Kari Billette have?
Kari Billette has 4 years in the financial industry, since December 2021, across 2 adviser firms.
What exams has Kari Billette passed?
Kari Billette has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2021.
Where is Kari Billette based?
Kari Billette’s registered office is in Newberg, OR.
Is Kari Billette registered with FINRA?
Yes. Kari Billette has a current broker registration, under CRD 7278841.
Source: FINRA BrokerCheck
How can I verify Kari Billette’s record?
Search CRD 7278841 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kari Billette’s full registration record.
