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Daniel Lee Spurgeon

Commonwealth Financial Services

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About Daniel Lee Spurgeon

Daniel Lee Spurgeon is a financial advisor at Commonwealth Financial Services. Daniel is a Certified Financial Planner™ and has been in the financial services industry since 2014. He is registered with the state of Ohio and West Virginia. Daniel specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Daniel Spurgeon is currently registered with Commonwealth Financial Services. Commonwealth Financial Services is a financial advisor headquartered in PARKERSBURG, WV. They have 9 licensed agents, 16 investment adviser representatives, and 11 investment advisory functions. The firm manages $649,546,505 in regulatory assets under management for 2,148 clients. Commonwealth Financial Services provides financial planning, pension consulting, and other advisory services. They serve individuals, businesses, and institutions.
Commonwealth Financial Services

585 COLLEGE PARKWAY

PARKERSBURG, WV 26104

$649.55M

Assets Under Management

4

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lending services and financial institution consulting services

Lending services and financial institution consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Spurgeon’s Registration & Firm History

WV

04/14/2023 - Present

Commonwealth Financial Services (PARKERSBURG WV)

WV

06/01/2017 - 04/10/2023

SECURITIES AMERICA, INC. (PARKERSBURG WV)

WV

05/01/2014 - 06/06/2017

LPL FINANCIAL LLC (PARKERSBURG WV)

MO

03/18/2014 - 04/10/2014

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Lee Spurgeon.
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