linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Linda Lubitz Boone

Meira Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Linda? Claim Your Profile

About Linda Lubitz Boone

Linda Lubitz Boone is a financial advisor registered with Meira Wealth. Linda has been in the industry for over 30 years and is a Certified Financial Planner. Linda is a highly experienced advisor with a focus on helping individuals and families with financial planning. She has been recognized for her dedication to her clients and their financial success. Linda is an active member of the community and is passionate about helping people achieve their financial goals.

Firm Information

Linda Boone is currently registered with Meira Wealth. Meira Wealth is an investment advisor based in CORAL CABLES, FL, United States. The firm provides financial planning, portfolio management for individuals and businesses. Meira Wealth manages approximately $267,282,919 in assets for 782 accounts. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Meira Wealth

121 ALHAMBRA PLAZA

CORAL CABLES, FL 33134

$267.28M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Linda Boone’s Registration & Firm History

FL

07/21/1999 - Present

Meira Wealth (CORAL CABLES FL)

FL

12/05/1997 - 12/31/2006

VALMARK SECURITIES, INC. (MIAMI FL)

MN

12/06/1995 - 12/15/1997

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

AZ

04/16/1993 - 12/07/1995

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

02/08/1988 - 04/22/1993

EVENSKY, BROWN INVESTMENTS, INC.

NA

02/10/1984 - 02/23/1988

AMERIFIRST SECURITIES CORPORATION

Not sure if Linda Lubitz Boone is right for you?

Licenses & Designations

BC

Issued 02/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/1987

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/05/1984

Series 24 - General Securities Principal Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Lubitz Boone.
Not sure if Linda Lubitz Boone is right for you?