Claim Profile
JP

Jorge Padilla

LUBITZ LINDA S CFP PA·CORAL CABLES, Florida
Unclaimed Profile
121 ALHAMBRA PLAZA, CORAL CABLES, FL 33134CRD# 5903778Firm CRD# 108648
01

About

Jorge Padilla is a registered financial advisor based in CORAL CABLES, Florida, affiliated with LUBITZ LINDA S CFP PA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LUBITZ LINDA S CFP PA
MEIRA
AUM
$267M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5903778
Firm CRD# 108648
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORAL CABLES?

Browse all registered financial advisors in CORAL CABLES, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CORAL CABLES
Browse by specialty