Daniel
Spurgeon
Commonwealth Financial Services
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About this Advisor
Daniel Spurgeon is a financial advisor based in Parkersburg, West Virginia, working with Commonwealth Financial Services. Daniel has previously held positions at Commonwealth Financial Services, LLC, Lpl Financial, LLC, Securities America, Inc, and Arbor Point Advisors. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Ohio and West Virginia. Currently, Daniel is part of Commonwealth Financial Services, which operates out of Parkersburg, West Virginia. The firm has 4 offices and 25 employees. The firm manages assets totaling $649.5 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Commonwealth Financial Services includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Services Brokerage Details
$649,546,505
25
2,148
$302,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Spurgeon Work History
Commonwealth Financial Services, LLC
Securities America, Inc
Arbor Point Advisors
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Daniel Spurgeon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Services
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Wheeling, WV
Parkersburg, WV
Parkersburg, WV
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