Daniel Spurgeon, financial advisor Parkersburg WV
89 score

Daniel Spurgeon

CRD Number: 6293881
Current Firm: Commonwealth Financial Services, LLC

Daniel Spurgeon (CRD# 6293881) is an Investment Advisor Representative working at Commonwealth Financial Services, LLC in Parkersburg, WV and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Parkersburg, WV Nov 2014 - Current 3
Commonwealth Financial Services, LLC Parkersburg, WV Apr 2014 - Current 3
Lpl Financial LLC Parkersburg, WV Apr 2014 - Oct 2014 < 1
Edward Jones St Louis, MO Feb 2014 - Apr 2014 < 1
Perry And Associates Cpa Marietta, OH Dec 2012 - Feb 2014 1
Marietta College Marietta, OH Aug 2009 - Dec 2013 4
Wesbanco Parkersburg, WV Jun 2012 - Sep 2012 < 1
Jackson Hewitt Parkersburg, WV Nov 2011 - Apr 2012 < 1
Krogers Marietta, OH Jun 2010 - Aug 2010 < 1
Fry's Food Marietta, OH Jun 2009 - Jun 2010 1
Williamstown High School Williamstown, WV Jan 2004 - May 2009 5
Chick-fil-a Parkersburg, WV Jul 2007 - Nov 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Daniel L. Spurgeon
Phone Number: 304-422-3531
Firm Website: https://www.cfswv.com
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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