Glen Alan Coral

ChFC

43 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning

Lri Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

422 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Location

109 Pheasant Run, Newtown, PA, 18940

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2004

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Glen is the President and Sole Managing Member of Turning Point Wealth Strategies, LLC, focusing on individual and group insurance consulting, sales, and service of non-variable products. He also works as a Marketer for JKJ Financial Services and M Holdings Securities, Inc., selling insurance and investment products, and as an Investment Advisory Representative for LRI Investments, LLC, providing investment advisory services.