At Southland Investment Services, we believe that financial planning is a journey, not a destination. Whether you're just starting out or looking to refine your investment strategy, our team of experienced advisors is here to guide you every step of the way.

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We offer a comprehensive suite of professionally managed account solutions tailored to pursue your unique financial goals:

Each service is designed with your best interests in mind, ensuring a holistic approach to financial well-being.

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Meet your advisors

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Scott Gevertz
CA Wealth Advisor
Southland Investment Services
10701 Los Alamitos Blvd.
Los Alamitos, CA 90720
Phone: 562.936.8714
[email protected]
CA Insurance License #0F80093

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Jag Makwana
CA Wealth Advisor
Southland Investment Services
2250 N. Bellflower Blvd.
Long Beach, CA 90815
Phone: 562.936.8726
[email protected]
CA Insurance License #0E62745

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Advisor's Insights

With Advisor’s Insights, you’ll find experienced insights, practical tips, and timely resources to help you make informed financial decisions—on your terms. Whether you're planning for retirement, exploring investment options or simply curious about smart money habits, this is your space to learn, grow and take control of your financial future.

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Man embracing his elderly father

Value vs growth investing

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Navigating retirement pitfalls

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A look at whole life insurance

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1 - There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. (26-LPL)

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. 

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.

Southland 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS