Logix Financial Services
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Research the background and experience of investment professionals.From articles about
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retirement readiness.
Start your no obligation consultation with a Logix Financial Consultant or insurance representative.
BrokerCheck
Research the background and experience of investment professionals.Copyright 2022 Logix Financial Services
CA Insurance License #0D64827
Certain links on this page refer to Logix or Logix Federal Credit Union products and services. These include Vehicle Loans, Home Loans and Live Chat, which are not offered by LPL Financial.
IMPORTANT: Brokerage Disclosures:
The financial consultants of Logix Financial Services are registered representatives 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:
Logix Federal Credit Union 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.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: CA.