Julie Bates Email Address

Managing Director and LPL Financial Planner, Delta Community Retirement and Investment Services

State chartered, federally insured credit union classified as a non-federal credit union.

Ms. Julie Bates recently said, 'I feel lucky to do this work; I get to help people from all walks of life.' Her passions are well known and level of desire to help people is hard to find in other circles. She adapts to the needs of her clients and coaches her staff to do the same because she has discovered that, 'no two families or individuals are the same'. Her desire is to help young professionals balance dreams of retirement with the day-to-day expenses of raising children, buying a home and saving for a vacation. She readily helps mature couples confirm their efforts have paid off and that they’re ready to retire. She is known to hold the hands of widows and widowers and comfort families faced with unspeakable tragedy. Her compassion is accompanied by her tenacious, no-nonsense philosophy of life. She hails from a string of strong women and will respectfully tell you what you need to hear even if it isn’t always what you want to hear. ___________________________________________________________________________________Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products offered through LPL Financial or 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 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may discuss and/or transact business with residents in all fifty states.