Prevender Financial Services, Llc company information, Employees & Contact Information

Prevender Financial Services, LLC is an independent practice founded in 2007, by Phillip Prevender, CFP®. We are a planning based investment team that works with both individual and corporate clients, including non-profit organizations. We provide personalized financial planning and investment management services for our clients and specialize in financial planning based on an individual’s unique situation and goals. Phil grew up in Albuquerque, and attended the Anderson School of Business at the University of New Mexico, majoring in Business. He has worked in the investment field for over 27 years. Phil completed his CERTIFIED FINANCIAL PLANNER (CFP®) certification in 2003. Sue Boekeloo has been in the financial services industry for over 37 years. She has held various positions in branch operations. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Prevender Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm