Cooper Correia
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCAug 2026 to now
- Integrity Wealth AdvisorsDec 2025 to now
- Central Washington UniversitySep 2025 to now
- Central Washington UniversitySep 2024 to Jun 2025
- Northwest TurfApr 2024 to Sep 2024
- Big Bend Community CollegeSep 2023 to Apr 2024
- Sun LakesApr 2023 to Sep 2023
- Big Bend Community CollegeSep 2022 to Jun 2023
- Goetz Wheat FarmsJul 2021 to Jul 2025
- Almira Coulee Hartline Middle/high SchoolMar 2016 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8199485
- Firm CRD
- 6413