Frederick Edwin Hubler

Current Employers

Employment History

• 07/2016 → 06/2020
  Triad Advisors, Inc.
  Norcross, GA
• 07/2003 → Present
  Creative Capital Wealth Management Group
  Phoenixville, PA
• 06/2020 → Present
  Arkadios Capital
  Atlanta, GA
• 06/2020 → 10/2020
  Arkadios Wealth Advisors, Llc
  Phoenixville, PA
• 09/2003 → Present
  Independent Insurance Agent
  Phoenixville, PA

Previous Registrations

• 2020-06-05 → 2020-10-12
  Arkadios Wealth Advisors
  Phoenixville, PA
• 2016-07-01 → 2019-12-31
  Triad Advisors Llc
  Phoenixville, PA
  Phoenixville, PA
  Atlanta, GA
• 2012-04-27 → 2016-09-14
  First Allied Advisory Services, Inc.
  Phoenixville, PA
• 2011-05-13 → 2012-07-02
  First Allied Securities, Inc.
  Sun Prairie, WI
  San Diego, CA
  Phoenixville, PA
• 2009-09-08 → 2011-05-25
  Lpl Financial Llc
  Phoenixville, PA
• 2007-10-10 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Phoenixville, PA
  West Palm Beach, FL
  Phoenixville, PA

Other Businesses

1) Hubler Real Estate holdings ;not investment related; 1220 Valley Forge Rd, Ste 3,Phoenixville,PA 19460;real estate(rental property/passive investment);sole owner;5/2010;1 hr/month;0 hrs during trading; landlord & interest on 3 private notes to non-clients. 2)Insurance agent (life, health, annuity);not investment related; 1220 Valley Forge Rd, Ste 3,Phoenixville,PA 19460;fixed insurance; independent agent; 9/27/2003;2 hrs/month; 0.25 hrs during trading. 3)Valley Forge Commons Condo Association; not investment related; 1220 Valley Forge Rd, Phoenixville, PA 19460;condo association where office is located; board member at large;8/1/2016;less than 1 hr/month;0 hrs during trading;board member at large to vote on things such as who will provide services, required maintenance, etc. at the office complex. 4) Retainer Based Academy; not investment related;1220 Valley Forge Rd, Ste 3, Phoenixville, PA 19460; coaching; coach;11/15/2018;5-15 hrs/month;2.5 hrs during trading; coaching advisors on how to move their practice to a retainer-based practice. 5) Creative Capital Wealth Management Group; investment related;1220 Valley Forge Rd, Ste 3,Phoenixville,PA 19460; RIA; owner, financial advisor;9/2019;80 hrs/month;3.5 hrs during trading; financial planning 6) MCP Advisor(Milestone Clarification Process);not investment related;1220 Valley Forge Road, Ste 3,Phoenixville,PA 19460;website and training program that goes with Retainer Based Academy;founder;4/1/2020;5 hrs/month;2 hrs during trading; provide information, video, templates, and courses for students who sign up and mentor in implementing changes to move toward retainer-based approach 7)Arkadios Capital, investment-related, 309 East Paces Ferry Rd NE UNIT 1000, Atlanta, GA 30305, Brokerage Firm, Registered Representative, 06/2020, 35 hrs/month, 35 hrs/ month 8)Magazine/Online,Contributor,2023-03-14,5 hours per month,0 hours per month during trading hours, No Compensation, I will be writing and submitting (to compliance first) articles to forbes.com regarding alternative investments, strategies and Ideas.9) Renault Winery and Accountable equity (the holding company),Is Not Investment Related,72 North Breman Ave, Egg Harbor, NJ, 08215, Resort/wedding/winery, advisory council,8/1/2024,1 hours per month,0 hours per month during trading hours, No Compensation Compensation, helping with strategy. 10) DST-exchange.com, Is Not Investment Related, Marketing/education on DST's and matching leads to advisors, Owner, 7/19/2025, 2 hours per month, 0 hours per month during trading hours, No Compensation, I'm helping with the content (from my public forbes.com articles), I'm a third owner with two other people (both not clients). Currently any leads generated will be referred to my DBA, CCWMG, and at some point we may charge other advisors for DST leads. 11) Upper Ember (might change), Is Not Investment Related, 2908 Conestoga Rd, Glenmoore, PA, 19343, United States, Retail Cigar Shop, Owner 25%, 3/24/2026, 3 hours per month, 0 hours per month during trading hours, Other Compensation, At the end of the year, profit over reserve will be paid out to owners (I'm one of 4).

Exams

• S66 Uniform Combined State Law Examination
  2011-08-03
• S63 Uniform Securities Agent State Law Examination
  2001-07-19

Other Names

• Frederick E Hubler
• Frederick E Hubler
• Frederick Edwin Hubler
• Frederick Edwin Hubler