Craig
Golden
Nepsis, Inc
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About this Advisor
Craig Golden is a financial advisor based in Durham, North Carolina, working with Nepsis, Inc. Craig has previously held positions at First Citizens Bank And Trust Company, Thrivent Financial, Summit Church Campus Outreach Raleigh, Northwestern Mutual Investment Services LLC, James Huckabee, Charles Irvin, Northwestern Mutual Wealth Management Company, and Nepsis, Inc. Craig has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and North Carolina. Currently, Craig is part of Nepsis, Inc, which operates out of Durham, North Carolina. The firm has 3 offices and 23 employees. The firm manages assets totaling $350.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Nepsis, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nepsis, Inc Brokerage Details
$350,793,190
23
1,942
$180,635
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Craig Golden Work History
Nepsis, Inc
Northwestern Mutual Investment Services LLC
James Huckabee
Charles Irvin
Northwestern Mutual Wealth Management Company
Thrivent Financial
First Citizens Bank And Trust Company
First Citizens Bank And Trust Company
First Citizens Bank And Trust Company
Summit Church Campus Outreach Raleigh
Disclosures
Please visit the SEC profile of Craig Golden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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