Delta Community Credit Union, Georgia’s largest credit union with $4.8 billion in assets and more than 314,000 members, announces a new relationship between Delta Community Retirement & Investment Services and LPL Financial, the nation’s largest independent broker-dealer. The Institution Services platform of LPL Financial provides comprehensive third-party brokerage, wealth management and trust services to the investment programs of more than 740 banks and credit unions throughout the United States. 

“DCR&IS is delighted to be working with LPL Financial. This relationship will further strengthen our ability to provide Delta Community members with comprehensive brokerage, wealth management and retirement planning services,” said DCR&IS Assistant Vice President Julie R. Bates, CFP, ChFC. “This alliance will enable Delta Community to continue providing the hometown feel our members have come to expect, in addition to the independent advice and robust suite of products found at larger firms.” 

“We are pleased that DCR&IS has chosen to join LPL’s Institution Services platform,” said Andy Kalbaugh, managing director, divisional president, Institution Services, LPL. “We look forward to supporting the DCR&IS team with the technology, resources and service that will enable them to help their clients reach their financial goals.” 

DCR&IS professionals have diverse backgrounds in all aspects of investment and retirement planning. For more information about DCR&IS call 404-677-4890, email [email protected] or visit www.deltacommunitycu.com/meetouradvisors.