Brian Lureen is a registered investment advisor, based in Malvern, PA, with 38 years of industry experience.
Location
5 Great Valley Parkway, Suite 334, Malvern, PA, 19355
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Regulatory History (1)
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Civil
December 2013Final
Other Business ActivitiesSells Insurance
Brian is the President and CEO of Heritage Fincorp, Inc., a holding company for RIA and financial planning organizations. He sells insurance products and provides financial planning and investment advisory services, dedicating about 30 hours per week to these activities.
Employment History
Current Registrations
Heritage Financial Systems, LLCBroker
March 2005 - Present · 21 yrs 2 mos
Heritage Advisory Services, INC.
October 2000 - Present · 25 yrs 7 mos
Previous Registrations
Eplanning Securities, INC.Broker
September 2000 - March 2005 · 4 yrs 6 mos
Ffp Securities, INC.Broker
January 1998 - September 2000 · 2 yrs 8 mos
Jefferson Pilot Securities CorporationBroker
March 1995 - January 1998 · 2 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
May 1990 - March 1995 · 4 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
May 1990 - March 1995 · 4 yrs 10 mos
Century Investors of America, INC.Broker
June 1989 - May 1990 · 11 mos
Pamco Securities and Insurance ServicesBroker
February 1989 - June 1989 · 4 mos
Marketing One Securities, INC.Broker
November 1988 - December 1988 · 1 mo
New England Securities CorporationBroker
September 1987 - February 1989 · 1 yr 5 mos
State Registrations5 states
FLNJNYPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.