Kari Anne Billette
Investment adviser representative at Cross Financial Advisors
14 yearsExperience
1 stateRegistered in
$481.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Cross Financial AdvisorsMay 2022 to now
- Lyda FinancialAug 2020 to now
- LPL Financial LLCJul 2020 to now
- George Fox UniversityAug 2017 to May 2021
- UnemployedDec 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cross Financial Advisors
Legal name: Cross Financial Advisors, LLC
$481.8MAssets managed
1,873Clients
12Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7278841
- Firm CRD
- 287686