Spurgeon Financial Group

Spurgeon Financial Group (CRD# 138174) is a financial advisory firm headquartered in Stockton, CA. They manage $28,856,000 in 445 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7825 N. Pershing Ave., Stockton, CA 95207
http://spurgeongroup.pfyfn.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $64,845
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Spurgeon Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Steven Spurgeon, financial advisor Stockton CA
Steven L. Spurgeon
CRD#: 1259254
7825 N. Pershing Avenue, Stockton, CA 95207

Steven Spurgeon (CRD# 1259254) is an Investment Advisor Representative working at Spurgeon Financial Group in Stockton, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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