Investments

What are your most important goals?

Most people want to retire in comfort. Some hope to afford a quality college education for their children or grandchildren. Others have charitable interests to pursue.

Access your account

As a Member-owned financial cooperative, your Credit Union continually looks for ways to expand products and services that meet your needs.

Southland Investment Services is part of the LPL Financial national network of independent financial service providers, providing resources, tools and technology in the delivery of personal, objective financial advice.

Whether you’re a first-time or experienced investor, Southland Investment Services is a great asset in your retirement planning, tax reduction strategies, rollover services, annuities, insurance needs and more.

Members seeking comprehensive and personalized investment services are encouraged to contact us for a free consultation.

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Southland Investment Services Include:

IRA Rollover Services


Individual Retirement Accounts


Tax Deferred Investments


Business Retirement Plans


Annuities


Insurance Products


Financial & Estate Planning

Meet your advisor

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Scott Gevertz
Wealth Advisor
Southland Investment Services
10701 Los Alamitos Blvd.
Los Alamitos, CA 90720
Phone: 562.936.8714
sgevertz@SouthlandCU.org
CA Insurance License #0F80093

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Schedule a free, no obligation consultation

Complete the form below to schedule your free consultation with an experienced advisor. 

 

Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:

  • A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
  • A retirement plan that will help ensure that you have the income you need for as long as you live
  • College and education saving plans that address steadily rising costs
  • An estate plan that works towards reaching your goals for charitable giving and the effective transfer of wealth to your heirs

Your partner for financial success

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Account protection

The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional account protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions and limitations.

The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Southland Credit Union and Southland Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Southland Investment Services, and may also be employees of Southland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Southland Credit Union or Southland Investment Services. The Southland Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

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.