Matthew HaleCRD Number: 6131067
Current Firm: Charles Schwab & Company, Inc.
Matthew Hale (CRD# 6131067) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Oct 2012 - Current||4|
|Target||Mayfield Heights, OH||Mar 2010 - Oct 2012||2|
|Mcdonalds||Akron, OH||Jun 2007 - Mar 2010||2|
|University Of Akron||Akron, OH||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV