Delta Community Announces Relationship with LPL Financial
Georgia’s Largest Credit Union Joins Institution Services Platform of Nation’s Largest Independent Broker
ATLANTA (May 13, 2015) – Delta Community Credit Union (www.DeltaCommunityCU.com), Georgia’s largest credit union with $4.8 billion in assets and more than 314,000 members, announces a new relationship between Delta Community Retirement & Investment Services (DCR&IS) and LPL Financial, the nation’s largest independent broker-dealer*. The Institution Services platform of LPL Financial provides comprehensive third-party brokerage, wealth management and trust services to the investment programs of more than 740 banks and credit unions throughout the United States.
“DCR&IS is delighted to be working with LPL Financial. This relationship will further strengthen our ability to provide Delta Community members with comprehensive brokerage, wealth management and retirement planning services,” said DCR&IS Assistant Vice President Julie R. Bates, CFP®, ChFC®. “This alliance will enable Delta Community to continue providing the hometown feel our members have come to expect, in addition to the independent advice and robust suite of products found at larger firms.”
“We are pleased that DCR&IS has chosen to join LPL’s Institution Services platform,” said Andy Kalbaugh, managing director, divisional president, Institution Services, LPL. “We look forward to supporting the DCR&IS team with the technology, resources and service that will enable them to help their clients reach their financial goals.”
DCR&IS professionals have diverse backgrounds in all aspects of investment and retirement planning. For more information about DCR&IS call 404-677-4890, email dcris@DeltaCommunityCU.com or visit www.deltacommunitycu.com/meetouradvisors.
*Based on total revenues, Financial Planning magazine, June 1996-2014
About Delta Community Credit Union
Delta Community Credit Union is a not-for-profit financial cooperative with a mission of providing consumers better service and value on the deposit, loan, investment and insurance products they use to manage their household expenses and save for the future. Delta Community was founded in 1940 and has become Georgia’s largest credit union with $4.8 billion in assets and 26 branch locations. The Credit Union now welcomes residents of 11 metro Atlanta counties and employees of more than 140 businesses, including Chick-fil-A, Delta Air Lines, RaceTrac and UPS. Visit www.DeltaCommunityCU.com to learn more about opening an account at Delta Community or follow the Credit Union on Facebook at www.facebook.com/DeltaCommunity and Twitter at @DeltaCommunity.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996- 2014), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions.
LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial and its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of the Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union is not a broker/dealer and is not affiliated with LPL Financial.