Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Rea is a registered investment advisor representative with Salem Investment Counselors Inc. in Winston-Salem, North Carolina. David has been in the industry since June 1982 and has experience with various investment products. David holds the Series 6 and Series 63 licenses. David specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
12/31/2000 - Present
Salem Investment Counselors Inc. (WINSTON-SALEM NC)
OH
01/08/2001 - 10/20/2008
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
MD
12/18/1998 - 10/02/2000
DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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