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Joseph Kyle Mccaffrey

Salem Investment Counselors Inc

Winston Salem, NC

Durham, NC

CRD 7357238

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Employer firm

Salem Investment Counselors Inc CRD 104855

$4.19B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Salem Investment Counselors Inc

480 Shepherd Street, Winston Salem, NC 27103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-11-18
  • NC RA
    APPROVED
    Since 2022-11-18

Branch Locations

480 Shepherd Street, Winston Salem, NC 27103 • United States

3333 Durham Chapel Hill Blvd. Bldg. E Suite 200, Durham, NC 27707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Salem Investment Counselors Winston Salem NC 06/2015 Present
  • 06/2015 → Present
    Salem Investment Counselors
    Winston Salem, NC
Designations
  • Chartered Financial Analyst
Other Names
  • Joseph K Mccaffrey

View on SEC IAPD

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Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

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