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Robert Thompson Beach

Salem Investment Counselors Inc.

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About Robert Thompson Beach

Robert Thompson Beach is a registered Investment Advisor Representative with Salem Investment Counselors Inc. in Winston-Salem, NC. Robert is a registered Investment Advisor in North Carolina and has been in the industry since 1977. Robert has experience in investment company products and variable contracts, and has passed the Series 6, Series 7, Series 26, and Series 63 exams. Robert has been associated with Salem Investment Counselors Inc. since September 1985 and has worked with Ultimus Fund Distributors, LLC, and Declaration Distributors, Inc. in previous roles.

Firm Information

Robert Beach 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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Robert Beach’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

11/25/1998 - 10/02/2000

DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 11/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/21/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Thompson Beach.
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