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Financial Consultants

Thanks to our partnership with LPL Financial, Logix Financial Services and our friendly Financial Consultants offer a wide range of investment opportunities to help you achieve your financial goals. Our experienced Financial Consultants provide personalized guidance in financial planning, estate planning, tax-efficient strategies, and retirement planning. Whether you’re building wealth or planning for a comfortable retirement, we bring a holistic approach to wealth management to help you make confident, informed decisions every step of the way.

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

Schedule an Appointment

Virtual Financial Consultants

Financial Consultants in California

Bouquet Canyon

Bridgeport

Burbank

Calabasas

Chatsworth

Golden Valley

Newbury Park

Palmdale

Pasadena

Porter Ranch

Simi Valley - Cochran St.

Simi Valley - Tapo Canyon

Tarzana

Stevenson Ranch

Thousand Oaks

Toluca Lake

Valencia Promenade

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).

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Go to Brokerage Online to access your accounts.

Brokerage Online

Call Us

Don't have a Logix Financial Services brokerage account? Give us a call!

Call (800) 553-3707

Invest with Confidence

Learn more about our investment professionals and their expertise.

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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.

© 2026 Logix Financial Services

CA Insurance License #0D64827