MC
Mackenzie D. Campbell
FINANCIAL INDEPENDENCE
Warwick, RI 02886-2213
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CRD#: 7864276
MC
Professional summary
Mackenzie Douglas Campbell is a registered financial advisor currently at FINANCIAL INDEPENDENCE, LLC located in Warwick, Rhode Island.
Mackenzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mackenzie has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mackenzie Douglas Campbell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2026 - Present
FINANCIAL INDEPENDENCE, LLC
Office #1: 931 Jefferson Blvd. Suite 2005, Warwick, RI 02886-2213RIA
CRD#: 150515
Warwick, RI
Past
March 11, 2025 - January 12, 2026
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
N. SMITHFIELD, RI
Past
August 20, 2024 - January 12, 2026
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
N. SMITHFIELD, RI
Past
June 6, 2024 - September 19, 2024
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WALTHAM, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FI
FINANCIAL INDEPENDENCE, LLC
FINANCIAL INDEPENDENCE, LLC
CRD#: 150515 / SEC#: 801-120254
RIA
Registered Investment Advisory firm - (2/17/2021 Approved)Connecticut
Registered Investment Advisory firm - (3/16/2021 Terminated)Florida
Registered Investment Advisory firm - (2/25/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/25/2021 Terminated)Rhode Island
Registered Investment Advisory firm - (2/25/2021 Terminated)Texas
Registered Investment Advisory firm - (2/25/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Rhode Island(2/12/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/6/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
FI
FINANCIAL INDEPENDENCE, LLC
FINANCIAL INDEPENDENCE, LLC
CRD#: 150515 / SEC#: 801-120254
RIA
Registered Investment Advisory firm - (2/17/2021 Approved)Connecticut
Registered Investment Advisory firm - (3/16/2021 Terminated)Florida
Registered Investment Advisory firm - (2/25/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (2/25/2021 Terminated)Rhode Island
Registered Investment Advisory firm - (2/25/2021 Terminated)Texas
Registered Investment Advisory firm - (2/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
931 Jefferson Blvd. Suite 2005, Warwick, RI 02886-2213
Mailing Address
Phone number
(401) 681-4825
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 895 |
| AUM (Assets Under Management) | $ 288,104,032 |
Red Flags
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Company Information
FINANCIAL INDEPENDENCE, LLC
CRD#: 150515Warwick, RI 02886-2213TRUST BUT VERIFY
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