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COMMONWEALTH FINANCIAL SERVICES, LLC.
COMMONWEALTH FINANCIAL SERVICES, LLC.
COMMONWEALTH FINANCIAL SERVICES
PARKERSBURG, West Virginia
·
3 registered advisors
·
CRD# 324930
SEC# 801-127499
4
304-422-3531
01
Firm Overview
AUM
$650M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMMONWEALTH FINANCIAL SERVICES, LLC.
3 registered advisors
Daniel Lee Spurgeon
PARKERSBURG, West Virginia
CRD# 6293881
Michael Charles Seese
PARKERSBURG, West Virginia
CRD# 2789645
Todd Edward Kimpel
PARKERSBURG, West Virginia
CRD# 1203275
05
Office Locations
PARKERSBURG, West Virginia
3 advisors
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Data sourced from SEC Form ADV filings. COMMONWEALTH FINANCIAL SERVICES, LLC. (CRD# 324930) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.