Delta Community Professional Appointed to LPL Financial Advisor Council
Delta Community Retirement & Investment Services’ Julie R. Bates selected to join national board
Julie Bates, Delta Community Retirement & Investment Services
ATLANTA (Feb. 5, 2018) – Delta Community Credit Union (www.DeltaCommunityCU.com), Georgia’s largest credit union with $5.6 billion in assets, announces Julie R. Bates, CFP®, ChFC®, managing director of Delta Community Retirement & Investment Services (DCRIS) has been named by LPL Financial (LPL) as a new member of the LPL Advisor Council. Bates is one of 24 members selected from among more than 14,000 LPL advisors nationwide.
DCRIS offers Delta Community members access to experienced financial professionals who provide objective guidance to help them pursue their unique financial goals. For more information email DCRIS@DeltaCommunityCU.com, call 404-677-4890 or visit the Delta Community website.
The LPL Advisor Council provides a forum in which LPL Financial Advisors representing a variety of business models ranging from small independent practices to large institutions, including banks and credit unions, serve as a sounding board for LPL. Members share ideas and suggestions, as well as challenges and concerns, to help drive the development of upcoming LPL programs, communications, products and services.
About Delta Community Credit Union
Delta Community Credit Union is a not-for-profit financial cooperative with a mission of providing better service and value on the products consumers use to manage household expenses and save for the future. Founded in 1940, Delta Community is Georgia’s largest credit union with more than 370,000 members, 24 metro Atlanta branches and three out-of-state branch locations. It welcomes anyone living or working in metro Atlanta as well as employees of more than 150 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 Facebook.com/DeltaCommunity and Twitter at @DeltaCommunity.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served approximately $566 billion in brokerage and advisory assets as of October 31, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent ReportsTM study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of September 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 41,000 retirement plans with an estimated $137 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,500 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.