Linda BooneCRD Number: 1240376
Current Firm: The Lubitz Financial Group
Linda Boone (CRD# 1240376) is an Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has over 32 years of experience in the finance industry. Linda Boone 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Fin-est Investment Advisors, LLC
|Blips Partners LLC||Miami, FL||Jan 2004 - Current||14|
|Blips LLC||Miami, FL||Jan 2004 - Current||14|
|Mosaic Financial Partners, Inc. (formerly Boone Financial)||San Francisco, CA||Jan 2003 - Current||15|
|The Lubitz Financial Group||Miami, FL||Jul 1999 - Current||18|
|Valmark Securities, Inc.||Miami, FL||Dec 1997 - Dec 2006||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
Total Assets Under Management180MILLIONS
Total Number of Accounts622ACCOUNTS
Average Account Value$289,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, TX
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