Matthew Hale is a registered investment advisor, based in Charleston, WV, with 11 years of industry experience.
Location
300 Summers St, Ste 120, Charleston, WV, 25301
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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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Matthew volunteers as a pianist at his church and is a board member for the Marshall University Big Green Scholarship Foundation. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
August 2018 - February 2021 · 2 yrs 6 mos
Bb&t Securities, LLCBroker
August 2018 - February 2021 · 2 yrs 6 mos
J.J.B. Hilliard, W.L. Lyons, LLC
November 2014 - September 2018 · 3 yrs 10 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 2014 - September 2018 · 4 yrs
State Registrations30 states
ALAZCACODCDEFLGAILINKYMAMDMEMNMONCNJNVNYOHOKPASCSDTNTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.