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Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial who holds the Series 66 designation and has four years of industry experience. He has been affiliated with LPL Financial, Integrity Wealth Advisors, and Financial Advocates Investment Management since 2021. Rathbone also provides administrative support to Financial Advocates Investment Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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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 the Series 66 designation and possessing 23 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and maintains involvement with his business entity, FIVE27, Inc., which serves tax and investment purposes. Homer also serves on the board of the Moses Lake Community Health Center, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Cooper C

Series 66

Moses Lake, WA

LPL Financial

Cooper Correia is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His background includes roles in education at Central Washington University and Big Bend Community College, as well as work in agriculture and turf management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios, research, and various investment management strategies.

College savings (529s, UTMA, etc.)
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