About Southland Investment Services
Investing isn’t just about how much you accumulate — it’s about what your money empowers you to do for yourself, your family and your community.
Who we are
Southland Investment Services is located at Southland Credit Union, serving Members across Orange and Los Angeles counties. We pair hometown service with the resources of LPL Financial, the nation’s largest independent broker-dealer.
Our approach
We start by listening. Whether you’re opening a business, sending kids to college or mapping out retirement, our advisers build strategies around the milestones that matter to you.
What we offer
- Comprehensive financial planning – goal-based roadmaps that evolve with your life.
- Investments – mutual funds, index funds, stocks, bonds and more, chosen to match your objectives and risk comfort.
- Retirement solutions – Traditional, Roth and SEP/SIMPLE IRAs, IRA rollover services and small-business retirement plans.
- Education & legacy planning – 529 plans, Coverdell ESAs, trusts and estate strategies to protect future generations.1
- Life insurance – life, long-term-care and annuity products designed to safeguard what you’ve built.
Your advisory team
Each Southland adviser is an LPL-registered representative who acts as your dedicated partner—available in-branch, by phone or virtually—so you can get guidance when and where you need it.
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
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Why Members choose us
- Local insight, national reach. You get professionals who live and work where you do, paired with LPL’s robust research and trading platforms.
- Transparent guidance. Enjoy a complimentary no obligation consultation and a clear explanation of costs before you invest.
- Member-first philosophy. Our success is measured by your success.
Your partner in pursuing financial success
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,2supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
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.
Ready to begin?
Schedule a no-obligation consultation online to start building the future your envision.
