Julie R. Bates,  CFP<sup>&reg;</sup> - Financial Advisor

Julie R. Bates, CFP®

ChFC®

Managing Director

Delta Community Retirement & Investment Services

1025 Virginia Avenue
Atlanta, GA 30354
FINANCIAL ADVISOR'S WEBSITE
(800) 544-3328
(404) 677-4890

General

Julie Bates is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Delta Community Retirement & Investment Services in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ADPA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.

 Not NCUA Insured  

  No Credit Union Guarantee  

  May Lose Value  


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources