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Joshua Gipson Detar

Quility Financial Advisors

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About Joshua Gipson Detar

Joshua Detar is an investment advisor representative associated with Quility Financial Advisors. Joshua has been in the financial services industry since 2008 and has experience with Quility Financial Advisors, Stifel, Nicolaus & Company, Incorporated and Edward Jones. Joshua holds the Series 66, Series 7, Series 24, and SIE licenses.

Firm Information

Joshua Detar is currently registered with Quility Financial Advisors. Quility Financial Advisors is a registered investment advisor located in ROCKLEDGE, FL. The firm has 6 licensed agents and 1 registered representative. The firm manages approximately $44.5 million in assets, primarily for individuals and high-net-worth individuals. Quility Financial Advisors provides financial planning and portfolio management services.
Quility Financial Advisors

1950 ROCKLEDGE BLVD

ROCKLEDGE, FL 32955

$44.50M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Detar’s Registration & Firm History

FL

06/27/2024 - Present

Quility Financial Advisors (ROCKLEDGE FL)

MO

11/07/2022 - 11/14/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (JOPLIN MO)

MO

01/02/2015 - 07/28/2022

EDWARD JONES (WEBB CITY MO)

MO

02/22/2011 - 01/02/2015

MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)

MO

05/30/2008 - 01/06/2010

EDWARD JONES (JOPLIN MO)

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Licenses & Designations

BOTH

Issued 06/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Gipson Detar.
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