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Newport Wealth Management

Newport Wealth Management Email Formats

Financial ServicesFlag of USPortsmouth, Rhode Island, United States1-10 Employees

Newport Wealth Management Email Formats

Newport Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@newportwm.com), used 100% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@newportwm.com
100%

Key Contact at Newport Wealth Management

Flag of US

John C. Farley

President/Owner

Company overview

Headquarters30 Long Meadow Rd, Portsmouth, Rhode Island 02871, US
Phone number+14012646080
Website
NAICS52
SIC874
Founded2011
Employees1-10

About Newport Wealth Management

At Newport Wealth Management, clients come first. We take the time to get to know each client personally. We listen to what a client has to say before we say anything. Once we agree on investment strategy, we implement a plan and continue to monitor the progress of the client portfolio. We understand that every client’s needs are different. Newport Wealth Management was founded by John C. Farley, AAMS. John has been serving investors since 1987 and has successfully attained FINRA Series 4 (Registered Options Principal), Series 6 (Investment Company Representative), Series 7 (General Securities Representative) Series 9 &10 (General Securities Sales Supervisor), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 63 (Uniform Securities State Law), Series 65 (Investment Advisors Law), held through LPL Financial, and has earned the designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. John is also life insurance and annuity licensed in Connecticut, Rhode Island, and New York.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Newport Wealth Management has never raised funding before.

Frequently asked questions

Newport Wealth Management is located in Portsmouth, Rhode Island, US.
You can reach Newport Wealth Management at +14012646080.
Newport Wealth Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Newport Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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