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CG

Craig M. Golden

CHAPEL HILL, NC
Some features on this profile are disabled
CRD#: 7353392
CG
Craig Michael Golden

Professional summary

Craig Michael Golden, who also goes by Craig Golden, was a registered financial advisor .

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Craig had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Craig Golden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Organization Name: Golden Investment Consulting LLC Position/Title: Owner Description: Ad hoc investment analysis and research services performed on a project basis. Hours per Month - 4 Start Date: 11/2025 Compensation - yes

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 31, 2026 - Present

CHAPEL HILL, NC
Past

April 5, 2024 - July 8, 2026

NEPSIS, INC.

RIA
CRD#: 141203
Chapel Hill, NC
Past

September 2, 2022 - November 1, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Raleigh, NC
Past

September 2, 2022 - November 1, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Raleigh, NC
Past

May 3, 2021 - August 5, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Raleigh, NC
Past

April 23, 2021 - August 5, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Raleigh, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(8/31/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/23/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/13/2021
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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