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Dale Martin Brown

Salem Investment Counselors Inc.

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About Dale Martin Brown

Dale Brown is a financial advisor with Salem Investment Counselors Inc. located in Winston-Salem, North Carolina. Dale has over 30 years of experience in the financial services industry and has a Series 6 and a Series 63 license. Dale specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Dale has previously worked for Ultimus Fund Distributors, LLC and Declaration Distributors, Inc. Dale currently serves as appointed Trustee for several trust accounts managed by Salem.

Firm Information

Dale Brown is currently registered with Salem Investment Counselors Inc.. Salem Investment Counselors Inc. is an investment advisor based in Winston Salem, NC. The firm manages approximately $3.6 billion in assets for individuals, corporations, foundations, and pension plans. They provide financial planning and portfolio management services. Their website address is HTTPS://WWW.SALEMINVESTMENT.COM.
Salem Investment Counselors Inc.

480 SHEPHERD STREET

WINSTON SALEM, NC 27103

$3.61B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dale Brown’s Registration & Firm History

NC

12/31/2000 - Present

Salem Investment Counselors Inc. (WINSTON-SALEM NC)

OH

01/08/2001 - 11/08/2006

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

MD

10/27/1998 - 10/02/2000

DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 11/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dale Martin Brown.
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