Rick Campbell, financial advisor Warwick RI

Rick Campbell

CRD Number: 4566472
Current Firm: Financial Independence, LLC

Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.

While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with one, something he found very disconcerting, given the poor condition of their finances and investments and their obvious lack of confidence. So he offered to find an advisor they might consider. As he interviewed potential candidates, he asked about their philosophy, approach, and fees, but many were either reluctant to, or not prepared to, answer these basic questions. Ironically, his simple offer turned into a major undertaking, and a very frustrating one at that, given his commitment to help. This, ultimately, was the genesis of Financial Independence.

There’s nothing more meaningful and rewarding than the work we do at Financial Independence. We devote proper attention to your goals and help you develop a plan that creates clarity, confidence and peace of mind. We are independently owned, offer NO proprietary products, and dismiss a culture of sales quotas. We believe that honesty, integrity and sound ethics engender trust, which is the cornerstone of our business and lives.

Our extensive financial planning experience enables us to deliver personalized solutions. We leverage advanced technology to enhance our conversations and explore “what if” scenarios so you can see the causes and effects of your financial decisions and gain insight into

  • Living well now and in the future, while sustaining your retirement assets in an age of longevity.
  • Making your money last by developing a comprehensive investment strategy and minimizing taxes.
  • Optimizing social security strategies to reduce the risk of running out of money. 
  • Addressing the impact of rising healthcare costs and long term care events that can deplete assets. 

Today’s financial complexities can be overwhelming! Our clients want to simplify their lives by delegating their financial matters to a competent and trustworthy professional, one whose attention is fueled by passion, not just a fiduciary obligation.

 

CONTACT
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Professional Designations
Company Name Location Dates Years
Financial Independence, LLC - President Warwick, RI Apr 2009 - Current 11
Campbell Financial Services Group Warwick, RI Jun 2003 - Jul 2009 6
Hornor Townsend & Kent - Registered Representative Warwick, RI Dec 2002 - Jul 2009 6
Halperin & Campbell, LLC - CEO Warwick, RI Apr 2006 - Jun 2009 3
Cigna Retirement & Investment Services - VP Consultant Services Hartford, CT Oct 2000 - Oct 2002 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Rick W. Campbell
Phone Number: 401-681-4825
Firm Website: http://www.fi-ri.com
Registered State(s):
  • CT
  • FL
  • MA
  • RI
  • TX
  • DE
  • NY
  • AZ
  • PA
  • CA
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $285,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, MA, RI, TX

Firm Disclaimer:

Registration as an investment advisor is not an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.

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Data verified by both the advisor and the public regulatory data.

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