Investment Services

Looking for Investment Advice?

Planning to Retire?

Meet Daniel, Our Financial Advisor

 

 

Daniel L. Spurgeon
Daniel joined Commonwealth Financial Services in April of 2014. He graduated from Marietta College with a Bachelor of Arts degree, majoring in finance and accounting. He currently holds his Series 7 registration through Securities America, Inc., his Series 66 registration through Arbor Point Advisors, LLC., and his Registered Paraplanner designation along with Life and Health. His office is conveniently located at West Virginia Central, Murdoch Avenue Branch. Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through Securities America, Inc. Member FINRA/SIPC.  Advisory services offered through Arbor Point Advisors, LLC. Commonwealth Financial Services, Securities America Inc., and Arbor Point Advisors LLC are separate entities.

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Not NCUA Insured Not Credit Union Guaranteed May Lose Value