KB
Kari A. Billette
CROSS FINANCIAL ADVISORS
NEWBERG, OR 97132
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CRD#: 7278841
KB
Professional summary
Kari Anne Billette, who also goes by O'kelley, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Newberg, Oregon and LPL FINANCIAL LLC located in Newberg, Oregon.
Kari is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kari has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
O'kelley
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)11/2021- Lyda Financial- DBA for LPL Business (entity for LPL business)- inv. related- NEWBERG, OR 2) 1/14/2021- KARI BILLETTE - Notary- inv. related - NEWBERG, OR -1hrs/mth 3) I am co-owner of my and my husband's concrete construction business. I work approximately 5-8 hours a month, paying bills, payroll, and quickbooks entries.
CRS (Client Relationship Summary) - RIA
Click below to view Kari Anne Billette's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 13, 2022 - Present
CROSS FINANCIAL ADVISORS
Office #1: 307 E 2nd Street Suite 100, Newberg, OR 97132RIA
CRD#: 287686
NEWBERG, OR
Current
December 2, 2021 - Present
LPL FINANCIAL LLC
Office #1: 307 E 2nd Street, Suite 100, Newberg, OR 97132RIA
BD
CRD#: 6413
Newberg, OR
Past
May 2, 2022 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/8/2025)
RR
Oregon(2/3/2022)
IAR
Oregon(6/13/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/2/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CROSS FINANCIAL ADVISORS
CRD#: 287686Newberg, OR 97132TRUST BUT VERIFY
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