Lpl Financial LLC
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About this Advisor
Julie Bates is a certified financial planner and chartered financial consultant who works in Atlanta, Georgia, with 10 years of professional experience. Bates is on the advisory team at Lpl Financial LLC. During their career, Bates has held roles at Cuna Brokerage Services, Inc, Cuna Mutual Insurance Society, Delta Community Cu and Lpl Financial LLC. Bates maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Lpl Financial LLC is a company that has its headquarters in Atlanta, Georgia. The firm has offices in 8,011 locations and a total of 22,703 people on staff. It manages $153 billion in total assets across its 680,466 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 899 charitable organizations. Of its 680,466 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Julie Bates Work History
Julie has 10 years of experience.
Lpl Financial LLC
Delta Community Cu
Cuna Brokerage Services, Inc
Cuna Mutual Insurance Society
Julie Bates has no disclosures.
Please visit their SEC profile for more details.