LPL Financial Advisor John W. Farmer Joins OceanPoint Investment Solutions
NEWPORT, R.I. (April 19, 2022) – OceanPoint Investment Solutions is pleased to announce that John W. Farmer, CFP®, has joined LPL Financial as a financial advisor. Farmer brings more than 20 years of industry experience to his new role, in which he will work closely with clients to develop individualized financial plans and investment strategies based on their unique circumstances, goals, timeline, and risk tolerance, as well as their need for growth, income, capital preservation, and asset protection.
Through its relationship with LPL Financial, OceanPoint Investment Solutions has the strategic support to provide access to a broad range of competitive investment advisory services to customers that addresses their distinctive needs, and help bring them to the next successful chapter of their lives, in addition to access to industry-leading, independent investment research and tools, resources and technology that includes an online self-guided Wealth Portal.
“We are so pleased to welcome John to the OceanPoint Investment Solutions team,” said Amy Riccitelli, Senior Vice President, Director of Retail Sales at BankNewport. “His experience in the industry and focus on his clients’ needs, along with a commitment to offering personal service and qualified guidance will truly serve the best interests of our clients and align to OceanPoint Investment Solutions’ overall customer commitment.” As a registered representative with LPL Financial, Farmer will be located at BankNewport’s Warwick branch at 27 Strawberry Field Road.
Prior to joining OceanPoint Investment Solutions, Farmer was a financial advisor for Citizens Securities. He earned a Bachelor of Science degree in Business from Rhode Island College and Master of Business Administration in Finance at Salve Regina University. He is also an adjunct professor at Rhode Island College.
A native of Lincoln, RI, John currently resides in North Smithfield.
About OceanPoint Investment Solutions
In 2019, BankNewport introduced OceanPoint Investment Solutions through a relationship with LPL Financial, a leader in the retail financial advice market, to offer access to comprehensive financial and investment advisory services.*
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BankNewport and OceanPoint Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OceanPoint Investment Solutions, and may also be employees of BankNewport. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BankNewport or OceanPoint Investment Solutions. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|