Kari
Billette
Cross Financial Advisors
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About this Advisor
Kari Billette is a financial advisor operating in Newberg, Oregon with a total of 1 year of industry experience. Billette is on the advisory team at Cross Financial Advisors. During their career, the advisor has held roles at George Fox University, Lyda Financial, Lpl Financial LLC and Cross Financial Advisors. Billette has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Oregon. Cross Financial Advisors is a financial advisory business operating out of Beaverton, OR. It has offices in seven locations and a total of 16 advisors. It manages $286 million in total assets between its 2,670 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,670 client accounts, 18% are held by high-net-worth individuals who have more than $1 million in investable assets. Cross Financial Advisors has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Cross Financial Advisors may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cross Financial Advisors Brokerage Details
$285,800,326
16
2,670
$107,041
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kari Billette Work History
Kari has been registered as a financial advisor for 1 years.*
Cross Financial Advisors
Lpl Financial LLC
Lyda Financial
Lpl Financial LLC
George Fox University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kari Billette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cross Financial Advisors
Newberg, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Beaverton, OR
Tualatin, OR
Tigard, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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