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Jorge Padilla

LUBITZ LINDA S CFP PA·CORAL CABLES, Florida
Clean record14 years registeredLUBITZ LINDA S CFP PA
121 ALHAMBRA PLAZA, CORAL CABLES, FL 33134CRD# 5903778Firm CRD# 108648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jorge Padilla · CORAL CABLES, FL
Registration
CRD #5903778 · LUBITZ LINDA S CFP PA · 14 years registered
Brand Profile
Not yet started
01

Career History

MEIRA WEALTH
Mar 2012 – present
02

Registrations & Exams

Registration record
First registered · March 19, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUBITZ LINDA S CFP PA
CRD 108648 · SEC 801-56677
AUM
$267M
Regulatory assets under management
Employees
7
782 client accounts
Services offered by LUBITZ LINDA S CFP PA
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LUBITZ LINDA S CFP PA →
Introduction

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05

Frequently Asked Questions

What services does Jorge Padilla offer?
Jorge Padilla specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL CABLES, Florida for a consultation.
What are Jorge Padilla's credentials?
Jorge Padilla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jorge Padilla located?
Jorge Padilla is based in CORAL CABLES, Florida, working with LUBITZ LINDA S CFP PA. Their office serves clients in the CORAL CABLES metropolitan area and surrounding communities.
How does Jorge Padilla charge for services?
Jorge Padilla's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUBITZ LINDA S CFP PA?
LUBITZ LINDA S CFP PA has approximately 7 employees and manages $267M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LUBITZ LINDA S CFP PA

Linda Lubitz Boone
CORAL CABLES, FL

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Nearby cities in Florida
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