Corey Golden (CRD# 4766445) is an Investment Advisor Representative working at Golden Wealth Management in Pittston, PA and has over 19 years of experience in the finance industry. Corey Golden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services, LLC | Wilkes-barre, PA | Jan 2019 - Current | 5 |
| Golden Wealth Management LLC | Pittston, PA | Jan 2019 - Current | 5 |
| Stifel, Nicolaus & Company, Incorporated | Wilkes-barre, PA | Sep 2009 - Jan 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2005 |
- PA
- TX
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Total Assets Under Management127MILLIONS
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Total Number of Accounts612ACCOUNTS
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Average Account Value$206,763
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MA, NC, NJ, NY, PA, TX
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