AdvisorVoices Trailer - Julie Bates

As the program manager for the Delta Community Credit Union’s wealth management program, Julie Bates carefully considered transitioning to LPL Financial from their former broker/dealer of 20 years. See how LPL provided a precision-guided transition and the resources to support Julie, her advisors, and the credit union members.

Learn how fundamental transition planning can unlock potential in you and your practice by downloading our white paper “Changing Firms: 5 Steps for a Smooth Transition”

LPL Financial and Delta Community Retirement and Investment Services are separate entities.