Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
194 clients
Average Client Portfolio
$119K average
Assets Under Management
$23.0M

Fee Structure

Financial Planning:Investment management only

This firm's representatives may receive commissions from selling securities and insurance products through other companies, which could create a conflict of interest. Clients are not required to purchase these products through the firm's representatives and can choose their own providers.

Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information

Office location

1208 Kimberton Road, Chester Springs, PA, 19425

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frederick owns rental real estate, is an insurance agent selling fixed insurance, and is involved with a condo association. He also participates in a men's mastermind group, coaches advisors, is a financial advisor and owner of an RIA, runs a website and training program, is a registered representative, contributes to Forbes, and is on an advisory council for a winery.

Employment History
Current Registrations
Arkadios CapitalBroker
June 2020 - Present · 5 yrs 7 mos
Creative Capital Wealth Management Group
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
Arkadios Wealth Advisors
June 2020 - October 2020 · 4 mos
Triad Advisors LLCBroker
July 2016 - June 2020 · 3 yrs 11 mos
Triad Advisors, LLC
July 2016 - December 2019 · 3 yrs 5 mos
First Allied Advisory Services, INC.
April 2012 - September 2016 · 4 yrs 5 mos
First Allied Securities, INC.Broker
May 2011 - July 2016 · 5 yrs 2 mos
First Allied Securities, INC.
May 2011 - July 2012 · 1 yr 2 mos
LPL Financial LLC Broker
September 2009 - May 2011 · 1 yr 8 mos
LPL Financial LLC
September 2009 - May 2011 · 1 yr 8 mos
Mutual Service Corporation
October 2007 - September 2009 · 1 yr 11 mos
Mutual Service CorporationBroker
September 2007 - September 2009 · 2 yrs
Capital Analysts, IncorporatedBroker
July 2003 - September 2007 · 4 yrs 2 mos
Edward Jones Broker
July 2001 - July 2003 · 2 yrs
State Registrations28 states
ARCACODEFLGAIAILINKYMDMIMONCNJNVNYOHORPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Frederick Edwin Hubler - Financial Advisor | AdvisorDiscover