Financial Consultants

Thanks to our partnership with LPL Financial, Logix Financial Services and our friendly Financial Consultants offer a wide range of investment opportunities. From helping with Financial and Estate Planning to providing guidance on tax strategies and retirement planning, we've got you covered. Whether you're dreaming of a comfortable retirement or working towards building your wealth, our Financial Consultants bring a holistic approach to wealth management.

Schedule an in-branch or virtual meeting to speak with one of our Financial Consultants.

Virtual Financial Consultants

Financial Consultants in California

Bouquet Canyon

Bridgeport

Burbank

Calabasas

Chatsworth

Golden Valley

Newbury Park

Palmdale

Pasadena

Porter Ranch

Simi Valley-Cochran

Stevenson Ranch

Tapo Canyon

Tarzana

Thousand Oaks

Toluca Lake

Westlake Village

Woodland Hills

Financial Services
Brokerage Account

Log into Brokerage Online to access your accounts. Don't have a Logix Financial Services brokerage account yet? Get started by calling (800) 553-3707, Monday - Friday, 8 AM - 6 PM (PT).

Have an Account?

Go to Brokerage Online to access your accounts.

Brokerage Online

Call Us

Don't have a Logix Financial Services brokerage account?

Call (800) 553-3707

Invest with Confidence

Feel free to check the background and experience of our investment professionals.

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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:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits
or Obligations

May Lose Value

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.

CA Insurance License #0D64827