Delta Community Retirement & Investment Services
Company

Delta Community Retirement & Investment Services

Financial Services Atlanta, Georgia, United States 19 employees
Employees
19
Contacts
3
Emails
3
Phones
3

Delta Community Retirement & Investment Services Overview

Headquarters
Atlanta, Georgia, United States
Industry
Financial Services
Employees
19
Founded
1994
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Delta Community Retirement & Investment Services

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Delta Community Credit Union or Delta Community Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Delta Community Retirement & Investment Services Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Delta Community Retirement & Investment Services Org Chart

Sample employees and titles
Name Title Contact
Martha Froehlich, Mba Salesforce Administrator at Delta
Email Phone
Jeff Weronick, Chfc® Wealth Management - Mba in Finance
Email Phone
Jonathan K. Byers Client Relationship Specialist
View
Julie Bates, Aif®, Cfp®, Cap® Managing Director, Delta Community
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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