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.

Julie’s strategic vision is to provide actionable advice and guidance to her community. She believes in the importance of building a diverse team with different ideas, skills and experiences, and is proud that her team is guided by one common philosophy—that every person has a story, and that story matters. Julie carries with her an enthusiastic quest for continuing education and is proud to lead a team of CERTIFIED FINANCIAL PLANNER™ professionals that share in this belief. She firmly believes that, as a team, we cannot properly educate and guide clients without first continuing to educate ourselves. Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Delta Community Credit Union or Delta Community Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value 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 representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.