Julie
Bates

Lpl Financial LLC

CRD#5090164
Investment Advisor
in Atlanta, GA
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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

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1025 Virginia Avenue
Atlanta, GA 30354

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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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
  • Other

Julie Bates Work History

Julie has 10 years of experience.

2014 - Present (5 years)

Lpl Financial LLC

2008 - 2014 (6 years)

Cuna Brokerage Services, Inc

2008 - 2008 (0 years)

Cuna Mutual Insurance Society

2008 - Present (11 years)

Delta Community Cu

Disclosures

Julie Bates has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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