LM
LM

Lilibeth Miranda

6 Years of Experience
Valhalla, NY
Broker

Lilibeth Miranda is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Valhalla, NY, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 Summit Lake Drive, Suite 360, Valhalla, NY, 10595

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2021 - June 2025 · 3 yrs 11 mos
Ameriprise Financial Services, LLCBroker
March 2019 - June 2025 · 6 yrs 3 mos
State Registrations4 states
CTNJNYPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.