Linda Lubitz Boone

Current Employers

Employment History

• 07/1999 → 09/2021
  The Lubitz Financial Group
  Miami, FL
• 09/2021 → Present
  Meira Fka The Lubitz Financial Group
  Miami, FL

Previous Registrations

• 2003-09-18 → 2011-06-14
  Mosaic Financial Partners, Inc.
  San Francisco, CA

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-04

Designations

Other Names

• Linda S Lubitz
• Linda Story Braid
• Linda Braid
• Linda Story Braid
• Linda Lubitz Boone
• Linda Story Lubitz
• Linda Story Boone