Frederick Hubler, Jr.
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.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
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 |
- FL
- NJ
- PA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts185ACCOUNTS
-
Average Account Value$97,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, PA
Securities and Advisory Services offered through Triad Advisors, Member FINRA/SIPC.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.