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Corey Scott Levine

Investment Adviser Representative at CROSS FINANCIAL ADVISORS

Portland, ORCRD #1878968Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaOregonWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/22/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 9/23/1988
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 11/28/2001
Series 7
General Securities Representative Examination
Passed 10/15/1988

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Cross Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CROSS FINANCIAL ADVISORSCurrent
7/18/2017Portland, OR
LPL FINANCIAL LLC
4/10/201212/21/2017Fort Mill, SC
MORGAN STANLEY
4/23/20032/5/2007Portland, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CROSS FINANCIAL ADVISORS

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View CROSS FINANCIAL ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corey Scott Levine has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Corey Scott Levine - Financial Advisor in Portland, OR | AdvisorFinder