Daniel Lee Spurgeon
Investment adviser representative at Commonwealth Financial Services
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$994.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Commonwealth Financial Services, LLCApr 2014 to now
- Arbor Point AdvisorsJun 2017 to Mar 2023
- Securities America, Inc.Jun 2017 to Mar 2023
- LPL Financial, LLCApr 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (OH, WV).
Commonwealth Financial Services
Legal name: Commonwealth Financial Services, LLC.
$994.7MAssets managed
2,271Clients
17Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6293881
- Firm CRD
- 324930