Joshua D. Deeter

DEETER ADVISORY GROUP

Terrace Park, OH 45174

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CRD#: 4569370

Professional summary

Joshua David Deeter, AIF®, CFP® is a registered financial advisor currently at DEETER ADVISORY GROUP, LLC located in Terrace Park, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joshua has worked at 5 firms and has passed the Series 7 exam.

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.

I AM THE THE BOARD OF MENS SOCIAL CLUB HERE IN CINCINNATI, CALLED GYRO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Deeter'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 9, 2010 - Present

DEETER ADVISORY GROUP, LLC

Office #1: 411 Terrace Place Suite 3, Terrace Park, OH 45174

RIA

CRD#: 153818

Terrace Park, OH

Past

March 30, 2007 - June 7, 2010

TRIAD ADVISORS LLC

CRD#: 25803

CINCINNATI, OH

Past

February 10, 2006 - June 23, 2010

DAVID BODNAR ADVISORS LLC

RIA

CRD#: 138298

CINCINNATI, OH

Past

April 14, 2004 - April 2, 2007

ADVANTAGE CAPITAL CORPORATION

RIA

CRD#: 146

CINCINNATI, OH

Past

February 4, 2004 - April 2, 2007

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

CINCINNATI, OH

Past

February 14, 2003 - February 4, 2004

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

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

Ohio
(6/9/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 2/13/2003

General Securities Representative Examination

Current Firm

DEETER ADVISORY GROUP, LLC

CRD#: 153818 / SEC#: 801-71424

RIA

Registered Investment Advisory firm - (9/29/2010 Terminated)

Ohio

Registered Investment Advisory firm - (9/27/2010 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

411 Terrace Place Suite 3, Terrace Park, OH 45174

Mailing Address

Po Box 226, Terrace Park, OH 45174

Phone number

(513) 289-5056

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	375
AUM (Assets Under Management)	$ 114,264,053

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua D. Deeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Deeter's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEETER ADVISORY GROUP, LLC

TRIAD ADVISORS LLC

DAVID BODNAR ADVISORS LLC

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 7

Date: 2/13/2003

Current Firm

DEETER ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DEETER ADVISORY GROUP, LLC

TRUST BUT VERIFY

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