Matthew
Hale

Truist Advisory Services, Inc

CRD#6380609
Investment Advisor
in Charleston, WV

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About this Advisor

Matthew Hale is a financial advisor who works in Charleston, West Virginia who has 2 years of industry experience. Hale is an advisor for Truist Advisory Services, Inc. Throughout their career, Hale has worked at Pace Assembly, Jjb Hilliard Wl Lyons LLC, Bb&T Securities, Truist Investment Services, Inc and Truist Advisory Services, Inc. Hale holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas and West Virginia. Truist Advisory Services, Inc is a registered investment company operating out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It manages $53 billion in total assets across its 125,600 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 125,600 accounts, just 12% are held by high-net-worth clients who have at least $1 million in assets available to invest. Truist Advisory Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 Summers St Fl 5
Charleston, WV 25301-1624

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

WV Average: $3,570,121,308
Total Number of Employees

2,842

WV Average: 58
Total Number of Accounts

125,600

WV Average: 1,608
Average Account Size

$423,328

WV Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Matthew Hale Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2018 - Present (6 years)

Bb&T Securities

2016 - 2018 (2 years)

Jjb Hilliard Wl Lyons LLC

2014 - 2016 (2 years)

Jjb Hilliard Wl Lyons LLC

2012 - 2014 (2 years)

Pace Assembly

*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 Hale 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 Truist Advisory Services, Inc

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

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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