Susan Boekeloo
Susan Boekeloo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albuquerque, NM, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8206 Louisiana Blvd NE, Suite A, Albuquerque, NM, 87113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Susan is an independent contractor for Prevender Financial Services LLC and an owner of SRB Financial Services, LLC, both branch support companies. She dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
Southwest Securities, INC.
Southwest Securities, INC.Broker
State Registrations13 states
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