LL
Linda Lubitz Boone
CRD 1240376
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Linda S. Lubitz, Cfp®, Pa | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Historical Association Of Southern Florida Fndowmfnt Fund | TRUSTEE | — | 09/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Linda S. Lubitz, Cfp®, Pa
President/ Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗