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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial since 2021 and also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. Rathbone previously operated Rathbone Sales for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with investment strategies that include discretionary and non-discretionary approaches.

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 based in Moses Lake, WA, holding a Series 66 credential and 23 years of industry experience. He has worked with LPL Financial since 2017 and previously spent 15 years with Waddell & Reed, Inc. He 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, utilizing various portfolio strategies and advisor support tools.

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

Series 66

Moses Lake, WA

LPL Financial

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.

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