David ReaCRD Number: 3121846
Current Firm: Salem Investment Counselors Inc.
David Rea (CRD# 3121846) is an Investment Advisor Representative working at Salem Investment Counselors Inc. in Winston Salem, NC and has over 18 years of experience in the finance industry.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
Horter Investment Management, LLC
|Ultimus Fund Distributors, LLC||Cincinnati, OH||Oct 2000 - Current||16|
|Salem Investment Counselors Inc.||Winston-salem, NC||Jun 1982 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management1,276MILLIONS
Total Number of Accounts950ACCOUNTS
Average Account Value$1,343,158
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, IL, MN, NC, NJ, SC, TN, TX, VA, WI