Rick Walter Campbell
Investment adviser representative at Financial Independence, LLC
26 yearsExperience
5 statesRegistered in
ChFC®Designation
$288.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Financial Independence, LLCMay 2009 to now
- Hornor Townsend & KentDec 2002 to now
- Penn Mutual Life Ins CoDec 2002 to now
- Cigna Financial ServicesSep 2002 to now
- Cigna Retiremenet & Investment ServicesOct 2000 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, MA, RI, TX).
Financial Independence, LLC
$288.1MAssets managed
279Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4566472
- Firm CRD
- 150515