Frederick J. Harkins (Rick) is the Managing Principal of Harkins Wealth Management and an LPL Wealth Management Advisor.  He has worked in the financial services industry serving individual investors, business owners, corporations and nonprofit organizations for over 15 years.

Prior to starting his Independent Financial Services practice, Rick worked at Citizens Financial Services, Inc., the then broker/dealer subsidiary of Citizens Bank.  He also worked for a number of years as an Investment Representative with Edward Jones Investments and was a Financial Advisor with Merrill Lynch.

Rick is a graduate of Brown University.  He is a Master’s degree candidate through the McCallum Graduate School of Business at Bentley University in their Masters in Financial Planning (MSFP) program as well as a Certified Financial Planner (CFP) candidate.  Rick also holds the Accredited Asset Management Specialist (AAMS) and the Chartered Retirement Planning Counselor (CRPC) designations.

Rick and his wife Michelle have two teenage boys, Chancellor and Emory.  They live on the East Side of Providence, RI.

 

Our Philosophy

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: RI, MA, CT, FL, ME, NJ, OH, PA, NY.