CG
CFA
CG
CFA

Craig Golden

4 Years of Experience
Chapel Hill, NC

Craig Golden is a CFA-designated registered investment advisor at Cio Complete, based in Chapel Hill, NC, with 4 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Chapel Hill, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cio Complete
August 2026 - Present · 2 mos
Previous Registrations
Nepsis, INC.
April 2024 - July 2026 · 2 yrs 3 mos
Northwestern Mutual Investment Services,llc
September 2022 - November 2023 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
September 2022 - November 2023 · 1 yr 2 mos
Thrivent Investment Management INC.
May 2021 - August 2022 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
April 2021 - August 2022 · 1 yr 4 mos
State Registrations1 state
NC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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