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Cooper Correia

Advisor at LPL Financial — Moses Lake, WA 1010 S. Pioneer Way

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Moses Lake, WA 98837

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Cooper Correia is a financial advisor affiliated with LPL Financial and holds the Series 66 designation. He has recently begun his career in the industry and also has experience working in education and agriculture. Correia’s background includes roles at Central Washington University and Big Bend Community College, as well as working with Goetz Wheat Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves a range of clients including individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse investment strategies and financial planning solutions.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Moses Lake, WA 1010 S. Pioneer Way

1010 S. Pioneer Way, Suite A

Moses Lake WA 98837

Advisors at this office

3

Most active in

Washington

Work history

< 1 year of industry experience

Integrity Wealth Advisors

2025 - Present • 1 year

Coulee City, WA

Central Washington University

2025 - Present • 1 year

Ellensburg, WA

Central Washington University

2024 - 2025 • 1 year

Ellensburg, WA

Northwest Turf

2024 - 2024 • 1 year

Moses Lake, WA

Big Bend Community College

2023 - 2024 • 1 year

Moses Lake, WA

Sun Lakes

2023 - 2023 • 1 year

Coulee City, WA

Big Bend Community College

2022 - 2023 • 1 year

Moses Lake, WA

Goetz Wheat Farms

2021 - 2025 • 4 years

Marlin, WA

Almira Coulee Hartline Middle/High School

2016 - 2022 • 6 years

Coulee City, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tyler C

Series 66

Moses Lake, WA

Edward Jones

Tyler Crump is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work experience in environmental services and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner

Gina J

Series 66

Moses Lake, WA

Edward Jones

Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Inheritance planning Business ownership considerations Business succession planning Business Financial Management Founder/Business Owner Educators, Teachers, and Academics
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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial based in Moses Lake, WA. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, he operated Rathbone Sales for 12 years and currently provides administrative support to Financial Advocates Investment Management, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael H

Series 66

Moses Lake, WA

LPL Financial

Michael Homer is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has a background with Waddell & Reed and various insurance carriers. Homer also serves on the board of the Moses Lake Community Health Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tiffany V

Series 66, Series 63

Moses Lake, WA

Edward Jones

Tiffany Vehrs is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Edward Jones during two periods totaling eight years and has been involved in educational roles with the Moses Lake School District. Outside of finance, she serves as president of the Columbia Basin Girls Softball Association and handles payroll and marketing activities for Vehrs Construction Co., LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and proprietary investment products supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jessica W

Series 66

Moses Lake, WA

Edward Jones

Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
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