Linda L. Boone

MEIRA WEALTH

Coral Cables, FL 33134

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CRD#: 1240376

Professional summary

Linda Lubitz Boone, CFP®, who also goes by Linda Lubitz Boone Ms., Linda Story Boone, Linda Story Braid, Linda Braid, Linda S Lubitz, Linda Story Lubitz, is a registered financial advisor currently at MEIRA WEALTH located in Coral Cables, Florida.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Linda has worked at 7 firms and has passed the Series 63, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. ROYALTIES FROM THE SALE OF CREATING AN INVESTMENT POLICY STATEMENT BY FPA PRESS. ROYALTIES ARE PAID TO LINDA LUBITZ BOONE, AS AN INDIVIDUAL. THIS IS NOT INVESTMENT-RELATED ALTHOUGH THE TOPIC OF THE BOOK IS EDUCATION FOR INVESTMENT RELATED PRACTICES. THE BOOK WAS PUBLISHED IN 2004. I DO NOT DEVOTE TIME TO WRITING ANYMORE IN CONNECTION WITH THIS BOOK. 2. TRUSTEE HISTORY MIAMI ENDOWMENT COMMITTEE, A NOT FOR PROFIT. ADDRESS. 101 WEST FLAGLER ST. MIAMI, FL 33130 START OF RELATIONSHIP: JANUARY 2009, 1 HOUR PER MONTH. INVESTMENT RELATED IN THAT I AM A TRUSTEE OF A $20 MILLION ENDOWMENT FUND. I RECEIVE NO INCOME FOR MY POSITION AND DO NOT MAKE ANY DIRECT INVESTMENT DECISIONS. I DO HOWEVER AM INVOLVED IN SELECTING THE INVESTMENT MANAGERS FOR THE ENDOWMENT FUNDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Lubitz Boone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

July 21, 1999 - Present

MEIRA WEALTH

Office #1: 121 Alhambra Plaza Suite 1000, Coral Cables, FL 33134

RIA

CRD#: 108648

Coral Cables, FL

Past

September 18, 2003 - June 14, 2011

MOSAIC FINANCIAL PARTNERS, INC.

RIA

CRD#: 105180

SAN FRANCISCO, CA

Past

December 5, 1997 - December 31, 2006

VALMARK SECURITIES, INC.

CRD#: 31243

MIAMI, FL

Past

December 6, 1995 - December 15, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 16, 1993 - December 7, 1995

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

February 8, 1988 - April 22, 1993

HUTTOE & ASSOCIATES, INC.

CRD#: 17461

Past

February 10, 1984 - February 23, 1988

AMERIFIRST SECURITIES CORPORATION

CRD#: 10711

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEIRA WEALTH

CRD#: 108648 / SEC#: 801-56677

RIA

Registered Investment Advisory firm - (7/16/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/21/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 7/9/1987

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/5/1984

General Securities Principal Examination

Current Firm

MEIRA WEALTH

CRD#: 108648 / SEC#: 801-56677

RIA

Registered Investment Advisory firm - (7/16/1999 Approved)

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Contact information

Main Address

121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 670-4440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEIRA WEALTH_PART 2A BROCHURE SUPPLEMENT (8/30/2025)

Regulatory assets under management

Total Number of Accounts	747
AUM (Assets Under Management)	$ 279,561,070

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Linda L. Boone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Lubitz Boone's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOSAIC FINANCIAL PARTNERS, INC.

VALMARK SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SUNAMERICA SECURITIES, INC.

HUTTOE & ASSOCIATES, INC.

AMERIFIRST SECURITIES CORPORATION

Primary Firm SEC Registration

MEIRA WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 2/4/1986

Series 7

Date: 1/21/1984

Series 27

Date: 7/9/1987

Series 24

Date: 4/5/1984

Current Firm

MEIRA WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEIRA WEALTH

TRUST BUT VERIFY

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