Lisa New, financial advisor Tyler TX
90 score

Lisa New

CRD Number: 6052661
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lisa New (CRD# 6052661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler, TX Feb 2013 - Current 3
Chase Investment Services Corp Tyler, TX Mar 2012 - Feb 2013 < 1
Jpmorgan Chase Bank Tyler, TX Jun 2011 - Feb 2013 1
Polkadots And Pattycakes Bowtique Tyler, TX Dec 2010 - Jun 2011 < 1
Ut Tyler Tyler, TX May 2007 - May 2011 4
New York Life Tyler, TX Jul 2010 - Dec 2010 < 1
State Farm Whitehouse, TX Jul 2010 - Dec 2010 < 1
Red Lobster Tyler, TX Jul 2008 - Aug 2009 1
Smoothie King Tyler, TX Mar 2006 - May 2007 1
Whitehouse High School Whitehouse, TX Aug 2003 - May 2007 3
Whitehouse Isd Whitehouse, TX Jul 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Lisa D. New
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Lisa New and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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