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Our Financial Consultants

Sien Ang

Michael Bernardo

Shireef Elmakawi

Dana Go

Robert Helm

Eric Josephson

Jim McCarthy

Audrey McNamee

Phil Philipose

Michelle Stevenson

About Us
  • Online Brokerage Login
  • Our Financial Consultants
  • Affiliated Offices
  • Insurance
  • Seminars
  • Bulletin
  • Tell A Friend
Contact Us

2340 Hollywood Way
Burbank, CA 91510

Phone: (800) 553-3707
Fax: (818) 565-2290

Map and Directions

 

IMPORTANT: Brokerage Disclosures:

Registered Representatives of INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered Broker Dealer is not affiliated with LFCU Brokerage & Insurance Services.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or

offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may

only conduct business in a state if the representatives and the BD or IA they

represent (a) satisfy the qualification requirements of, and are approved to do

business by, the state; or (b) are excluded or exempted from the state's licensure

requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the

extent that they provide individualized responses to investor inquiries that

involve (a) effecting, or attempting to effect, transactions in securities; or (b)

rendering personalized investment advice for compensation.

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Products offered are: • NOT A DEPOSIT • NOT FDIC OR NCUSIF INSURED • NOT GUARANTEED BY LFCU • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE