Daniel SpurgeonCRD Number: 6293881
Current Firm: Arbor Point Advisors
Daniel Spurgeon (CRD# 6293881) is an Investment Advisor Representative working at Arbor Point Advisors in Parkersburg, WV and has over 4 years of experience in the finance industry.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
On Investment Management Co
|Arbor Point Advisors||Parkersburg, WV||Jun 2017 - Current||< 1|
|Securities America, Inc.||Parkersburg, WV||Jun 2017 - Current||< 1|
|Commonwealth Financial Services, LLC||Parkersburg, WV||Apr 2014 - Current||4|
|Lpl Financial LLC||Parkersburg, WV||Nov 2014 - Jun 2017||2|
|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|
Total Assets Under Management975MILLIONS
Total Number of Accounts5,754ACCOUNTS
Average Account Value$169,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.