Robert Beach
Salem Investment Counselors · Winston-Salem, North Carolina
Robert Beach is a fee-only financial advisor at Salem Investment Counselors in Winston-Salem, North Carolina. Salem Investment Counselors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Salem Investment Counselors |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.19B across 3,120 accounts |
| SEC registration | Investment adviser representative in NC · CRD 838132 |
| Exams passed | Series 63 (1998) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.saleminvestment.com |
How Robert's firm compares
- Salem Investment Counselors's average account is about $1.3 million, from its Form ADV (assets managed divided by 3,120 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Beach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Salem Investment Counselors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Salem Investment Counselors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Beach based?
Robert Beach is based in Winston-Salem, North Carolina.
Is Robert Beach registered with the SEC?
Yes. Robert Beach is registered as an investment adviser representative in NC (CRD 838132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salem Investment Counselors manage?
Salem Investment Counselors reports $4.19B across 3,120 accounts in assets under management.
How do I contact Robert Beach?
Through Robert's website, www.saleminvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.