Your Future Begins with Southland Investment Services
Whether you’re a first-time or experienced investor, the advisors at Southland Investment Services are a great asset in your retirement planning, tax reduction strategies, rollover services, annuities, insurance needs and more.
Southland Investment Services, part of the LPL Financial national network of independent financial service providers, provides resources, tools and technology to support Scott Gevertz in the delivery of personal, objective financial advice.
Southland Members will enjoy financial services to help work toward their financial goals through the delivery of objective financial advice and customized strategies.
Members seeking comprehensive, personalized investment services are encouraged to contact Scott Gevertz for a free consultation. Scott is based in the Los Alamitos branch and is available for appointments at any Southland Credit Union branch upon request.
Schedule a free consultation today!
Southland Investment Services
10701 Los Alamitos Blvd.
Los Alamitos, CA 90720
CA Insurance License #0F80093
Scott Gevertz is a Wealth Advisor with, and 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. 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 and obligations, may lose value.
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