AdFi
MD

Mackenzie Douglas Campbell

Investment Adviser Representative at Financial Independence, LLC

Warwick, RICRD #7864276Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

MacKenzie Douglas Campbell is an investment adviser representative with Financial Independence, LLC in Warwick, RI, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Citizens Securities, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Rhode Island.

Office

931 Jefferson Blvd., Suite 2005
Warwick, RI 02886-2213

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Rhode Island

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/10/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 7/29/2024
Series 7
General Securities Representative Examination
Passed 11/20/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/6/2024
SIE
Securities Industry Essentials Examination
Passed 4/26/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Financial Independence, LLCCurrent
2/12/2026 – Warwick, RI
Citizens Securities, Inc.
3/11/2025 – 1/12/2026N. Smithfield, RI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed, Full-time student
    Jan 2014 – Jan 2018Smithfield, RI
  2. Financial Independence LLC
    Feb 2018 – Jan 2023Warwick, RI
  3. Cassarinos Restaurante
    Jan 2020 – Dec 2023Providence, RI
  4. Smithfield Fitness
    Dec 2022 – Nov 2023Smithfield, RI
  5. New York Life Insurance Company
    Dec 2023 – Aug 2024Johnston, RI
  6. NYLIFE Securities LLC
    Jan 2024 – Aug 2024Johnston, RI
  7. Citizens Securities, Inc
    Aug 2024 – Jan 2026North Smithfield, RI
  8. Smithfield High School
    Jan 2016 – Jan 2020Smithfield, RI
  9. Financial Independence, LLC
    Jan 2026 – no end date reportedWarwick, RI
  10. Financial Independence, LLC
    Feb 2026 – no end date reportedWarwick, RI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Financial Independence, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Warwick, RI
SEC file number:
801-120254

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

Other advisors at Financial Independence, LLC

3 other advisors in the directory

View Financial Independence, LLC firm profile

Similar advisors in Warwick, RI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mackenzie Douglas Campbell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched