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Joe Delbert Baker

Investment adviser representative at Financial Independence Advisors, LLC
20 yearsExperience
2 statesRegistered in
$189.6MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

20 years in the industry.

  1. Financial Independence Advisors, LLCAug 2026 to now
  2. United States Patent and Trademark OfficeApr 2022 to now
  3. Department of the Navy, Office of General CounselJul 2006 to Apr 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CT, FL).

Financial Independence Advisors, LLC

$189.6MAssets managed
186Clients
9Advisers
3 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
8172596
Firm CRD
317193
Advisor's SEC record (opens in a new tab)
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