Rubina Kakli Hossain
Investment adviser representative at Meira Wealth
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$317.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Meira WealthNov 2021 to now
- MeiraNov 2021 to now
- Raymond James Financial Services Advisors, IncFeb 2020 to Oct 2021
- Hein Wealth & Tax SolutionsJan 2019 to Jan 2020
- HomemakerJan 2018 to Dec 2018
- Benchmark FinancialAug 2009 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Meira Wealth
Legal name: Linda S. Lubitz, Cfp�, Pa
$317.8MAssets managed
183Clients
5Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3236738
- Firm CRD
- 108648