Frederick Hubler, Jr., financial advisor Chester Springs PA

Frederick Hubler, Jr.

Creative Capital Wealth Management Group

CRD Number: 4401049
Current Firm: Creative Capital Wealth Management Group
Compensation Model: Both

Frederick E. Hubler, Jr. (CRD 4401049) graduated Magna Cum Laude from West Chester University and proceeded to gain his M.B.A. from the University of Phoenix. He obtained his Series 7 and Series 63 securities licenses in 2001, his Series 24 in 2007, and his Series 66 in 2011. Mr. Hubler received the Certified Wealth Strategist (CWS®) designation in February 2014.

 

Mr. Hubler was accepted into the NFL Players Association Financial Advisors Program beginning in 2008 and today is one of only 270 advisors that remain registered with the program. As a result of $42 million in fraud within a three year period, the NFLPA Board of Player Representatives voted in 2000 to create the Financial Advisors Program - the first of its kind in professional sports - to provide NFL players access to a diverse group of qualified, pre-selected financial advisors. The NFLPA Financial Advisors Program is designed with a goal of helping protect NFL players against fraud and unfair practices by financial advisors. The program gives players access to financial advisors whose backgrounds have been pre-screened by the NFLPA.

 

Mr. Hubler is a multi-year NABCAP Premier Advisor (2010-2014)*, one of Main Line Today’s Top Advisors on the Main Line for 2012, and has been featured in the Wall Street Journal, Christian Science Monitor, Kiplinger's, MainLine CEO, Philadelphia Magazine, the Philadelphia Business Journal, American Banker, and Chester County Life.

 

Mr. Hubler is licensed to sell securities, annuities, provide advisory services, and offer life, health, and long term care insurance in Pennsylvania, Delaware, Maryland, New Jersey, New York, Nevada, Kentucky, California, North Carolina, Colorado, and Florida.

 

Having always had a focus on community, Mr. Hubler is a Past Chairman of the Phoenixville Area Chamber of Commerce, has previously served on the Board of Directors for the Phoenixville Senior Center as Vice-President, and is a Past President of the Kiwanis Club of Phoenixville. He is married to Elizabeth, has four year old twins James and Abigail, loves football, and his hobbies include golf, cigars, and cars.

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Company Name Location Dates Years
Arkadios Capital Atlanta, GA Jun 2020 - Current 3
Independent Insurance Agent Phoenixville, PA Sep 2003 - Current 20
Creative Capital Wealth Management Group Phoenixville, PA Jul 2003 - Current 20
Arkadios Wealth Advisors, LLC Phoenixville, PA Jun 2020 - Oct 2020 < 1
Triad Advisors, Inc. Norcross, GA Jul 2016 - Jun 2020 3
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Jun 2016 3
First Allied Advisory Services, Inc. Phoenixville, PA Jul 2012 - Jun 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Frederick E. Hubler, Jr.
Phone Number: 610-560-2003
Advisor Website: http://www.ccwmg.com
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $97,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA

Firm Disclaimer:

Securities and Advisory Services offered through Triad Advisors, Member FINRA/SIPC.

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