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Linda Lubitz Boone

LUBITZ LINDA S CFP PA·CORAL CABLES, Florida
Clean recordLUBITZ LINDA S CFP PA
121 ALHAMBRA PLAZA, CORAL CABLES, FL 33134CRD# 1240376Firm CRD# 108648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Lubitz Boone · CORAL CABLES, FL
Registration
CRD #1240376 · LUBITZ LINDA S CFP PA
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Linda Lubitz Boone 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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1240376
Firm CRD# 108648
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Linda Lubitz Boone offer?
Linda Lubitz Boone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL CABLES, Florida for a consultation.
What are Linda Lubitz Boone's credentials?
Linda Lubitz Boone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Lubitz Boone located?
Linda Lubitz Boone 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 Linda Lubitz Boone charge for services?
Linda Lubitz Boone'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

Jorge Padilla
CORAL CABLES, FL

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Nearby cities in Florida
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Research
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