Matthew
Hall

Royal Alliance Associates, Inc

CRD#6395478
Investment Advisor
in Raleigh, NC

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About this Advisor

Matthew Hall is a certified financial planner who works in Raleigh, North Carolina with 3 years of industry experience. Hall currently works for Royal Alliance Associates, Inc. Throughout their career, they have worked at Ubs Financial Services Inc, Credit Suisse, Suntrust Bank, Bbtis, Bbtsec, Bb&T Bank, Bb&T, Commonwealth Financial Network, Lifetime Asset Management, LLC and Royal Alliance Associates, Inc. Hall holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina and Virginia. Royal Alliance Associates, Inc is a company based in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 advisors. It manages $30 billion in assets among its 149,233 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 191 charitable organizations. Of its 149,233 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees billed by Royal Alliance Associates, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8816 Six Forks Road Suite 301
Raleigh, NC 27615

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

NC Average: $10,121,009,343
Total Number of Employees

3,704

NC Average: 92
Total Number of Accounts

149,233

NC Average: 6,978
Average Account Size

$197,920

NC Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Hall Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lifetime Asset Management, LLC

2020 - Present (4 years)

Royal Alliance Associates, Inc

2020 - 2020 (< 1 year)

Commonwealth Financial Network

2019 - 2020 (1 year)

Bb&T

2018 - 2020 (2 years)

Bbtis

2018 - 2020 (2 years)

Bbtsec

2018 - 2019 (1 year)

Bb&T Bank

2015 - 2017 (2 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Credit Suisse

2013 - 2014 (1 year)

Suntrust Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Amanda Johnson
Spokane, WA
Noah Buehner
Fort Wayne, IN
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Austen Harvey
Jersey City, NJ
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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