David
Rea

Salem Investment Counselors Inc

CRD#3121846
Investment Advisor
in Winston Salem, NC

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About this Advisor

David Rea is a financial advisor based out of Winston Salem, North Carolina with 35 years of relevant experience. Rea is currently employed by Salem Investment Counselors Inc. Rea has gained experience at Ultimus Fund Distributors, LLC and Salem Investment Counselors Inc. Rea has a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in Florida and North Carolina. Salem Investment Counselors Inc is a financial advisory company that has its headquarters in Winston Salem, NC. The company has a total of 20 advisors. It controls $3 billion in total assets between its 2,704 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to seven charities and foundations. Of its 2,704 accounts, 48% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the services offered. However, fee types charged by Salem Investment Counselors Inc most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

35 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

480 Shepherd Street
Winston Salem, NC 27103

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Salem Investment Counselors Inc Brokerage Details

Total Assets Under Management

$2,995,104,546

NC Average: $3,625,019,099
Total Number of Employees

20

NC Average: 22
Total Number of Accounts

2,704

NC Average: 1,917
Average Account Size

$1,107,657

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

David Rea Work History

David has been registered as a financial advisor for 35 years.*

2000 - Present (24 years)

Ultimus Fund Distributors, LLC

1982 - Present (42 years)

Salem Investment Counselors Inc

*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 David Rea 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 Salem Investment Counselors Inc

Matthew Simmons
Winston Salem, NC
Jesse Goins
Winston Salem, NC
James Edmundson
Winston Salem, NC
Joseph Mccaffrey
Winston Salem, NC
Kristopher Abernethy
Winston Salem, NC
Kenneth Jones
Winston Salem, NC
Jeffrey Howard
Winston Salem, NC
Dale Brown
Winston Salem, NC

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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