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Linda Lubitz Boone

LUBITZ LINDA S CFP PA·CORAL CABLES, Florida
Series 7, Series 24, Series 27, Series 63Clean record27 years registeredLUBITZ 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

MEIRA WEALTH
Jul 1999 – present
MOSAIC FINANCIAL PARTNERS, INC.
Sep 2003 – Jun 2011
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 27
Series 63
Registration record
First registered · July 21, 1999
Years registered · 27
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
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Introduction

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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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