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 LPL Financial, his Series 66 registration through LPL Financial and Commonwealth Financial Services, and his Registered Paraplanner designation along with Life and Health. His office is conveniently located at West Virginia Central Credit Union, Murdoch Avenue Branch.

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Commonwealth Financial Services, a Registered Investment Advisor and separate entity from LPL Financial.  Insurance product s offered through LPL Financial or its licensed affiliates.  West Virginia Central Credit Union and Commonwealth Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,CA,CO,FL,GA,IN,KY,MA,MD,ME,MI,MN,NC,NV,NY,OH,PA,SC,TN,TX,VA,WI,WV.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value