LN
LN

Lisa Newkirk

21 Years of Experience
Menlo Park, CA
Broker

Lisa Newkirk is a registered investment advisor at Robinhood Asset Management, based in Menlo Park, CA, with 21 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252,664 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
111 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

85 Willow Road, Menlo Park, CA, 94025

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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
Robinhood Asset Management
February 2026 - Present · 3 mos
Robinhood Financial, LLC
October 2020 - Present · 5 yrs 7 mos
Robinhood Financial, LLCBroker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
August 2018 - October 2020 · 2 yrs 2 mos
TD Ameritrade Clearing, INC.Broker
October 2012 - July 2018 · 5 yrs 9 mos
TD Ameritrade, INC.Broker
January 2006 - July 2018 · 12 yrs 6 mos
Ameritrade, INC.Broker
September 2005 - January 2006 · 4 mos
Pruco Securities CorporationBroker
September 1996 - May 1997 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.