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Matthew William Hale

Advisor at Edward Jones — Rainsville, AL

Updated today

Credentials

Series 66

Experience

5 years

Location

Rainsville, AL 35986

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Matthew Hale is a financial advisor with Edward Jones in Rainsville, AL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at G2 Supply LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Rainsville, AL

229 Main St W Suite A

Rainsville AL 35986

Advisors at this office

1

Most active in

Alabama · Texas

Work history

5 years of industry experience

Edward Jones

2021 - Present • 5 years

St Louis, MO

G2 Supply LLC

2015 - 2021 • 6 years

Fort Payne, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher R

Series 65, Series 66

Mentone, AL

Avidian Wealth Solutions

Christopher Russell is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Linscomb and Williams, Cadence Bank, Wells Fargo Clearing, and Morgan Stanley. Russell serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management, financial planning, and advisory services to individuals, families, retirement plans, corporations, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios and is notable for its active role with pooled and private funds, including sub-advisory and investment management responsibilities.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Ethan A

Series 66

Fort Payne, AL

Commonwealth Financial Network

Ethan Akins is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and based in Fort Payne, Alabama. He has been with Commonwealth since 2026 and previously worked at Summit Wealth Management. Ethan's background includes academic experience at Jacksonville State University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors serving individual and institutional clients. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a broad range of investment options alongside back-office support services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brian D

Series 66

Fort Payne, AL

PNC Wealth Management

Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

James H

ChFC®, Series 63, Series 66

Ft Payne, AL

Tlg Advisors, Inc.

James Houston is a ChFC® with 26 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has previously worked at Concourse Financial Group Securities Inc and Southern Wealth Strategies LLC, where he is also the owner. Houston is licensed as an independent insurance agent and engages in addressing life insurance and fixed annuity needs. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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John A

CFP®, Series 66

Fort Payne, AL

Commonwealth Financial Network

John Akins is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at LPL Financial, Cetera, and Regions Bank. He is co-owner and finance director of Resolute Care Services, Inc., a home healthcare business in Fort Payne, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while offering a range of discretionary and customized portfolio solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Douglas C

Series 63

Fort Payne, AL

Commonwealth Financial Network

Douglas Crowe is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at MetLife Securities, Prudential Insurance Company of America, and LPL Enterprise. Outside of his advisory work, he serves as an election official in Dekalb County, Alabama. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, operational support, and investment management services. The firm offers a range of portfolio construction options and discretionary model portfolios managed through a structured due diligence process.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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