Jorge Padilla, financial advisor Coral Cables FL

Jorge Padilla

CRD Number: 5903778
Current Firm: Meira Wealth
Compensation Model: Fee Only

Jorge Padilla (CRD# 5903778) is fee-only Financial Planner and Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has 9 year of experience in the finance industry. Jorge Padilla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
Similar Advisors
Mario Yngerto, financial advisor Coral Cables FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Coral Cables FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor Coral Cables FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Professional Designations
Company Name Location Dates Years
Meira Fka The Lubitz Financial Group Miami, FL Sep 2021 - Current 2
The Lubitz Financial Group Miami, FL Nov 2011 - Sep 2021 9

Jorge Padilla has no recent exams reported.
Contact Info for Jorge Padilla
By the Numbers
  • Total Assets Under Management
    267
    MILLIONS
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $341,794
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NH, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Jorge Padilla and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.