Daniel SpurgeonCRD 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.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
On Investment Management Co
|Lpl Financial LLC||Parkersburg, WV||Nov 2014 - Current||2|
|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|
Total Assets Under Management151MILLIONS
Total Number of Accounts714ACCOUNTS
Average Account Value$211,160
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, GA, LA, MD, NC, OH, PA, SC, TX, VA, WV
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