Unclaimed Profile

Joseph K Mccaffrey

SALEM INVESTMENT COUNSELORS INC·WINSTON SALEM, North Carolina

Clean record3 years registeredSALEM INVESTMENT COUNSELORS INC

480 SHEPHERD STREET, WINSTON SALEM, NC 27103CRD# 7357238Firm CRD# 104855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph K Mccaffrey · WINSTON SALEM, NC

Registration

CRD #7357238 · SALEM INVESTMENT COUNSELORS INC · 3 years registered

Brand Profile

Not yet started

Career History

SALEM INVESTMENT COUNSELORS INC

Nov 2022 – present

Registrations & Exams

Registration record

First registered · November 18, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALEM INVESTMENT COUNSELORS INC

CRD 104855 · SEC 801-14487

AUM

$3.6B

Regulatory assets under management

Employees

2,879 client accounts

Services offered by SALEM INVESTMENT COUNSELORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SALEM INVESTMENT COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does Joseph K Mccaffrey offer?

Joseph K Mccaffrey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.

What are Joseph K Mccaffrey's credentials?

Joseph K Mccaffrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph K Mccaffrey located?

Joseph K Mccaffrey is based in WINSTON SALEM, North Carolina, working with SALEM INVESTMENT COUNSELORS INC. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.

How does Joseph K Mccaffrey charge for services?

Joseph K Mccaffrey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SALEM INVESTMENT COUNSELORS INC?

SALEM INVESTMENT COUNSELORS INC has approximately 20 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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