Deborah
Badillo
Meira
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About this Advisor
Deborah Badillo is a certified financial planner who works in Miami, Florida with a total of 4 years of industry experience. Badillo currently works for Meira. The advisor has gained experience at K9 Shrink And K9 Concierge LLC, Retirement & Estate Advisors, Inc, The O. N. Equity Sales Company, Rea Capital Management LLC, Cetera Advisors LLC, Mcculley & Associates, Inc, Haenny Asset Management, The Lubitz Financial Group and Meira Fka The Lubitz Financial Group. Badillo holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Meira is an advisory company operating out of Miami, FL. It oversees $223 million in assets under management across its 707 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 707 accounts, 70% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Meira has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Meira most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meira Brokerage Details
$223,404,863
7
707
$315,990
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Deborah Badillo Work History
Deborah has been registered as a financial advisor for 4 years.*
Meira Fka The Lubitz Financial Group
The Lubitz Financial Group
Rea Capital Management LLC
Cetera Advisors LLC
Mcculley & Associates, Inc
Haenny Asset Management
Retirement & Estate Advisors, Inc
The O. N. Equity Sales Company
K9 Shrink And K9 Concierge LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Deborah Badillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meira
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
