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Julie R. Bates, CFP®, ChFC®

Delta Community Retirement & Investment Services

315 N Hwy 74
Delta Community Credit Union
Peachtree City, GA 30269
Phone: (404) 677-4890
Fax: (404) 677-4203

Toll-free: (800) 544-3328
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Household Income Minimum: $0
Investable Asset Minimum: $100,000

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

 

Foreign Languages
  • English

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
Broker-Dealer Affiliation
CUNA Brokerage Services, Inc.
Broker-Dealer Disclaimer
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, Delta Community Retirement & Investment Services. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

 

How Planner Charges

Considerations: The majority of my income is paid through a salary, however, I am eligible to receive bonuses based on Assets Under Management.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.